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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$63.48
Change-$1.79 (-2.74%)
VolumeN/A
CapitalizationN/A
MFS Low Volatility Global Equity B
Price$16.34
Change-$0.33 (-1.98%)
VolumeN/A
CapitalizationN/A
CWGFX vs MVGBX Comparison Chart
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CWGFX vs. MVGBX commentary
Dec 19, 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 Buy and MVGBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 121B vs. MVGBX (269M). 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). CWGFX annual gain was more profitable for investors over the last year : 12.01 vs. MVGBX (9.04). CWGFX return over 5 years is better than : 32.35 vs. MVGBX (19.03).
| 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 | 10.423 | 7.089 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 269M | 44,981% |
| Annual Yield % from dividends | 1.64 | 0.39 | 421% |
| Returns for 1 year | 12.01 | 9.04 | 133% |
| Returns for 3 years | 9.87 | 8.38 | 118% |
| Returns for 5 years | 32.35 | 19.03 | 170% |
| Returns for 10 years | 47.57 | 58.69 | 81% |
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