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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$73.00
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.73B
MFS Low Volatility Global Equity B
Price$18.25
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets302.06M
CWGFX vs MVGBX Comparison Chart in %
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CWGFX vs. MVGBX commentary
Aug 29, 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: 137B vs. MVGBX (302M). 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 : 10.59 vs. MVGBX (2.21). CWGFX return over 5 years is better than : 44.04 vs. MVGBX (32.32).
| 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 | 16.082 | 11.969 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 302M | 45,364% |
| Annual Yield % from dividends | 1.42 | 0.88 | 163% |
| Returns for 1 year | 10.59 | 2.21 | 479% |
| Returns for 3 years | 49.40 | 31.11 | 159% |
| Returns for 5 years | 44.04 | 32.32 | 136% |
| Returns for 10 years | 74.44 | 80.58 | 92% |
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