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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$77.14
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
MFS Low Volatility Global Equity B
Price$18.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets294.53M
CWGFX vs MVGBX Comparison Chart in %
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CWGFX vs. MVGBX commentary
Dec 04, 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 StrongBuy and MVGBX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MVGBX (295M). CWGFX pays higher dividends than MVGBX: CWGFX (1.31) vs MVGBX (0.83). 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 : 12.58 vs. MVGBX (2.86). CWGFX return over 5 years is better than : 41.11 vs. MVGBX (30.89).
| 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 | 21.970 | 14.167 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 295M | 48,136% |
| Annual Yield % from dividends | 1.31 | 0.83 | 158% |
| Returns for 1 year | 12.58 | 2.86 | 440% |
| Returns for 3 years | 49.31 | 28.25 | 175% |
| Returns for 5 years | 41.11 | 30.89 | 133% |
| Returns for 10 years | 79.52 | 78.29 | 102% |
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