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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$77.39
Change+$0.33 (+0.43%)
VolumeN/A
Net Assets143.54B
MFS Low Volatility Global Equity B
Price$18.55
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets291.43M
CWGFX vs MVGBX Comparison Chart in %
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CWGFX vs. MVGBX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. MVGBX (291M). CWGFX pays higher dividends than MVGBX: CWGFX (1.32) vs MVGBX (0.85). 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 : 14.99 vs. MVGBX (4.12). CWGFX return over 5 years is better than : 47.60 vs. MVGBX (31.46).
| 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 | 23.373 | 13.799 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 291M | 49,485% |
| Annual Yield % from dividends | 1.32 | 0.85 | 155% |
| Returns for 1 year | 14.99 | 4.12 | 364% |
| Returns for 3 years | 55.97 | 33.16 | 169% |
| Returns for 5 years | 47.60 | 31.46 | 151% |
| Returns for 10 years | 85.73 | 83.19 | 103% |
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