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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$63.73
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
MFS Low Volatility Global Equity B
Price$17.03
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets264.63M
CWGFX vs MVGBX Comparison Chart
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CWGFX vs. MVGBX commentary
Apr 03, 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: 123B vs. MVGBX (265M). CWGFX pays higher dividends than MVGBX: CWGFX (1.59) vs MVGBX (0.62). CWGFX was incepted earlier than MVGBX: CWGFX (24 years) vs MVGBX (11 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). MVGBX annual gain was more profitable for investors over the last year : 4.50 vs. CWGFX (-0.03). CWGFX return over 5 years is better than : 65.14 vs. MVGBX (52.13).
| 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 | 11 years | - |
| Gain YTD | 0.481 | 3.905 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 265M | 46,415% |
| Annual Yield % from dividends | 1.59 | 0.62 | 257% |
| Returns for 1 year | -0.03 | 4.50 | -1% |
| Returns for 3 years | 11.98 | 10.86 | 110% |
| Returns for 5 years | 65.14 | 52.13 | 125% |
| Returns for 10 years | 41.40 | 57.14 | 72% |