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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$74.64
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets139.3B
MFS Low Volatility Global Equity B
Price$18.49
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets304.45M
CWGFX vs MVGBX Comparison Chart in %
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CWGFX vs. MVGBX commentary
Sep 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWGFX is a StrongBuy and MVGBX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. MVGBX (304M). CWGFX pays higher dividends than MVGBX: CWGFX (1.39) vs MVGBX (0.85). CWGFX was incepted earlier than MVGBX: CWGFX (25 years) vs MVGBX (12 years). MVGBX (1.82) is less costly to investors than CWGFX (0.80). MVGBX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than MVGBX: CWGFX (250) vs MVGBX (1000). CWGFX annual gain was more profitable for investors over the last year : 13.92 vs. MVGBX (3.44). CWGFX return over 5 years is better than : 52.06 vs. MVGBX (37.08).
| CWGFX | MVGBX | CWGFX / MVGBX | |
| Total Expense Ratio | 0.80 | 1.76 | 45% |
| Annual Report Gross Expense Ratio | 0.80 | 1.82 | 44% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 18.690 | 13.379 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 304M | 45,724% |
| Annual Yield % from dividends | 1.39 | 0.85 | 163% |
| Returns for 1 year | 13.92 | 3.44 | 404% |
| Returns for 3 years | 56.15 | 35.54 | 158% |
| Returns for 5 years | 52.06 | 37.08 | 140% |
| Returns for 10 years | 78.80 | 84.06 | 94% |
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