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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
MFS Low Volatility Global Equity B
Price$17.75
Change-$0.06 (-0.34%)
VolumeN/A
CapitalizationN/A
CWGFX vs MVGBX Comparison Chart
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CWGFX vs. MVGBX commentary
Nov 18, 2024
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 Sell and MVGBX is a Sell.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. MVGBX (272M). CWGFX pays higher dividends than MVGBX: CWGFX (1.64) vs MVGBX (0.39). CWGFX was incepted earlier than MVGBX: CWGFX (24 years) vs MVGBX (11 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. MVGBX (25.00). CWGFX has a lower initial minimum investment than MVGBX: CWGFX (250) vs MVGBX (1000). MVGBX (19.03) and CWGFX (19.02) have marching annual gain over last year. CWGFX return over 5 years is better than : 38.62 vs. MVGBX (28.06).
| CWGFX | MVGBX | CWGFX / MVGBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 13.044 | 13.603 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 272M | 45,956% |
| Annual Yield % from dividends | 1.64 | 0.39 | 421% |
| Returns for 1 year | 19.02 | 19.03 | 100% |
| Returns for 3 years | 3.12 | 5.11 | 61% |
| Returns for 5 years | 38.62 | 28.06 | 138% |
| Returns for 10 years | 49.28 | 67.89 | 73% |