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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
MFS Low Volatility Global Equity B
Price$17.29
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets295.99M
CWGFX vs MVGBX Comparison Chart in %
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CWGFX 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 CWGFX is a Hold and MVGBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MVGBX (296M). 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: 31.00 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 : 12.34 vs. MVGBX (5.04). CWGFX return over 5 years is better than : 31.00 vs. MVGBX (19.87).
| 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 | 14.398 | 6.069 | 237% |
| 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 | 1.31 | 0.83 | 158% |
| Returns for 1 year | 12.34 | 5.04 | 245% |
| Returns for 3 years | 46.00 | 24.82 | 185% |
| Returns for 5 years | 31.00 | 19.87 | 156% |
| Returns for 10 years | 73.31 | 64.75 | 113% |
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