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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$71.35
Change+$0.18 (+0.25%)
VolumeN/A
Net Assets135.09B
MFS Low Volatility Global Equity B
Price$17.98
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets297.47M
CWGFX vs MVGBX Comparison Chart in %
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CWGFX vs. MVGBX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. MVGBX (297M). CWGFX pays higher dividends than MVGBX: CWGFX (1.42) vs MVGBX (0.88). 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 : 16.37 vs. MVGBX (7.31). CWGFX return over 5 years is better than : 46.06 vs. MVGBX (33.23).
| 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 | 13.459 | 10.191 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 297M | 45,455% |
| Annual Yield % from dividends | 1.42 | 0.88 | 163% |
| Returns for 1 year | 16.37 | 7.31 | 224% |
| Returns for 3 years | 42.58 | 26.62 | 160% |
| Returns for 5 years | 46.06 | 33.23 | 139% |
| Returns for 10 years | 58.62 | 65.63 | 89% |
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