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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
MFS Low Volatility Global Equity B
Price$16.87
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets266.9M
CWGFX vs MVGBX Comparison Chart
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CWGFX vs. MVGBX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. MVGBX (267M). 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 : 7.04 vs. MVGBX (4.57). CWGFX return over 5 years is better than : 32.49 vs. MVGBX (17.67).
| 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 | 4.307 | 2.929 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 267M | 47,940% |
| Annual Yield % from dividends | 1.64 | 0.39 | 421% |
| Returns for 1 year | 7.04 | 4.57 | 154% |
| Returns for 3 years | 16.46 | 13.17 | 125% |
| Returns for 5 years | 32.49 | 17.67 | 184% |
| Returns for 10 years | 44.44 | 55.26 | 80% |
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