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CWGCX vs MVGBX
CWGCX vs MVGBX Comparison
Open Charts CWGCX vs MVGBX
American Funds Capital World Gr&Inc C
Price$70.97
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
MFS Low Volatility Global Equity B
Price$17.29
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets295.99M
CWGCX vs MVGBX Comparison Chart in %
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CWGCX vs. MVGBX commentary
Dec 28, 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 CWGCX is a Hold and MVGBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. MVGBX (296M). MVGBX pays higher dividends than CWGCX: MVGBX (0.83) vs CWGCX (0.75). CWGCX was incepted earlier than MVGBX: CWGCX (25 years) vs MVGBX (12 years). MVGBX (1.82) is less costly to investors than CWGCX (1.49). MVGBX is a more actively managed with annual turnover of: 31.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than MVGBX: CWGCX (250) vs MVGBX (1000). CWGCX annual gain was more profitable for investors over the last year : 11.67 vs. MVGBX (5.04). CWGCX return over 5 years is better than : 27.43 vs. MVGBX (19.87).
| CWGCX | MVGBX | CWGCX / MVGBX | |
| Total Expense Ratio | 1.49 | 1.76 | 85% |
| Annual Report Gross Expense Ratio | 1.49 | 1.82 | 82% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 13.737 | 6.069 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 296M | 47,973% |
| Annual Yield % from dividends | 0.75 | 0.83 | 90% |
| Returns for 1 year | 11.67 | 5.04 | 231% |
| Returns for 3 years | 43.06 | 24.82 | 173% |
| Returns for 5 years | 27.43 | 19.87 | 138% |
| Returns for 10 years | 68.53 | 64.75 | 106% |
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