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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$75.91
Change+$0.35 (+0.46%)
VolumeN/A
Net Assets142.48B
MFS Low Volatility Global Equity B
Price$18.58
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets298.56M
CWGFX vs MVGBX Comparison Chart in %
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CWGFX vs. MVGBX commentary
Oct 06, 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: 142B vs. MVGBX (299M). CWGFX pays higher dividends than MVGBX: CWGFX (1.35) vs MVGBX (0.84). CWGFX was incepted earlier than MVGBX: CWGFX (25 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 : 13.03 vs. MVGBX (4.70). CWGFX return over 5 years is better than : 55.88 vs. MVGBX (37.79).
| CWGFX | MVGBX | CWGFX / MVGBX | |
| Total Expense Ratio | 0.80 | 1.76 | 45% |
| Annual Report Gross Expense Ratio | 0.80 | 1.82 | 44% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 21.013 | 13.983 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 299M | 47,492% |
| Annual Yield % from dividends | 1.35 | 0.84 | 161% |
| Returns for 1 year | 13.03 | 4.70 | 277% |
| Returns for 3 years | 63.81 | 39.38 | 162% |
| Returns for 5 years | 55.88 | 37.79 | 148% |
| Returns for 10 years | 82.75 | 84.34 | 98% |
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