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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
MFS Low Volatility Global Equity B
Price$16.37
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets262.61M
CWGFX vs MVGBX Comparison Chart
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CWGFX vs. MVGBX commentary
Jan 19, 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: 127B vs. MVGBX (263M). 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 : 10.89 vs. MVGBX (4.76). CWGFX return over 5 years is better than : 27.58 vs. MVGBX (13.65).
| 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 | 2.051 | -0.122 | -1,681% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 263M | 48,289% |
| Annual Yield % from dividends | 1.64 | 0.39 | 421% |
| Returns for 1 year | 10.89 | 4.76 | 229% |
| Returns for 3 years | 8.51 | 6.77 | 126% |
| Returns for 5 years | 27.58 | 13.65 | 202% |
| Returns for 10 years | 47.73 | 55.69 | 86% |
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