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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
MFS Low Volatility Global Equity B
Price$18.04
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets293.48M
CWGFX vs MVGBX Comparison Chart in %
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CWGFX vs. MVGBX commentary
Jul 06, 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 Buy and MVGBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. MVGBX (293M). CWGFX pays higher dividends than MVGBX: CWGFX (1.42) vs MVGBX (0.87). CWGFX was incepted earlier than MVGBX: CWGFX (24 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 : 9.29 vs. MVGBX (8.37). CWGFX return over 5 years is better than : 52.71 vs. MVGBX (40.35).
| CWGFX | MVGBX | CWGFX / MVGBX | |
| Total Expense Ratio | 0.80 | 1.76 | 45% |
| Annual Report Gross Expense Ratio | 0.80 | 1.82 | 44% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 13.538 | 10.620 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 293M | 46,416% |
| Annual Yield % from dividends | 1.42 | 0.87 | 164% |
| Returns for 1 year | 9.29 | 8.37 | 111% |
| Returns for 3 years | 50.04 | 30.55 | 164% |
| Returns for 5 years | 52.71 | 40.35 | 131% |
| Returns for 10 years | 62.66 | 70.89 | 88% |
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