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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$71.30
Change-$0.31 (-0.43%)
VolumeN/A
Net Assets136.29B
MFS Low Volatility Global Equity B
Price$17.80
Change-$0.10 (-0.56%)
VolumeN/A
Net Assets291.73M
CWGFX vs MVGBX Comparison Chart in %
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CWGFX vs. MVGBX commentary
Jul 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. MVGBX (292M). CWGFX pays higher dividends than MVGBX: CWGFX (1.42) vs MVGBX (0.87). 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). CWGFX annual gain was more profitable for investors over the last year : 7.68 vs. MVGBX (4.75). CWGFX return over 5 years is better than : 49.48 vs. MVGBX (37.75).
| 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 | 13.379 | 9.148 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 292M | 46,575% |
| Annual Yield % from dividends | 1.42 | 0.87 | 164% |
| Returns for 1 year | 7.68 | 4.75 | 162% |
| Returns for 3 years | 52.59 | 29.92 | 176% |
| Returns for 5 years | 49.48 | 37.75 | 131% |
| Returns for 10 years | 58.61 | 65.80 | 89% |
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