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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
MFS Low Volatility Global Equity B
Price$17.80
Change-$0.16 (-0.89%)
VolumeN/A
Net Assets290.26M
CWGFX vs MVGBX Comparison Chart
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CWGFX vs. MVGBX commentary
Jun 15, 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 Buy and MVGBX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. MVGBX (290M). CWGFX pays higher dividends than MVGBX: CWGFX (1.49) vs MVGBX (0.59). 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). MVGBX annual gain was more profitable for investors over the last year : 7.71 vs. CWGFX (6.27). CWGFX return over 5 years is better than : 51.55 vs. MVGBX (39.40).
| 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 | 8.990 | 8.603 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 290M | 45,172% |
| Annual Yield % from dividends | 1.49 | 0.59 | 251% |
| Returns for 1 year | 6.27 | 7.71 | 81% |
| Returns for 3 years | 43.82 | 31.63 | 139% |
| Returns for 5 years | 51.55 | 39.40 | 131% |
| Returns for 10 years | 51.77 | 66.14 | 78% |
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