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FWGIX vs MVGBX
FWGIX vs MVGBX Comparison
Open Charts FWGIX vs MVGBX
American Funds Capital World Gr&Inc F3
Price$63.36
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets123.48B
MFS Low Volatility Global Equity B
Price$16.15
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets258.56M
FWGIX vs MVGBX Comparison Chart
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FWGIX vs. MVGBX commentary
Jan 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 FWGIX is a StrongBuy and MVGBX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 123B vs. MVGBX (259M). FWGIX pays higher dividends than MVGBX: FWGIX (1.99) vs MVGBX (0.39). FWGIX was incepted earlier than MVGBX: FWGIX (8 years) vs MVGBX (11 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. MVGBX (25.00). MVGBX has a lower initial minimum investment than FWGIX: MVGBX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 7.36 vs. MVGBX (2.19). FWGIX return over 5 years is better than : 26.78 vs. MVGBX (12.83).
| FWGIX | MVGBX | FWGIX / MVGBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | -0.598 | -1.647 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 259M | 47,490% |
| Annual Yield % from dividends | 1.99 | 0.39 | 512% |
| Returns for 1 year | 7.36 | 2.19 | 337% |
| Returns for 3 years | 4.83 | 3.94 | 123% |
| Returns for 5 years | 26.78 | 12.83 | 209% |
| Returns for 10 years | N/A | 53.73 | - |
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