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CWGFX vs MVGBX
CWGFX vs MVGBX Comparison
Open Charts CWGFX vs MVGBX
American Funds Capital World Gr&Inc F1
Price$76.01
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
MFS Low Volatility Global Equity B
Price$18.52
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets286.56M
CWGFX vs MVGBX Comparison Chart in %
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CWGFX vs. MVGBX commentary
Oct 21, 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: 141B vs. MVGBX (287M). CWGFX pays higher dividends than MVGBX: CWGFX (1.35) vs MVGBX (0.84). 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 : 11.44 vs. MVGBX (2.30). CWGFX return over 5 years is better than : 52.81 vs. MVGBX (35.67).
| 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 | 21.173 | 13.615 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 287M | 49,129% |
| Annual Yield % from dividends | 1.35 | 0.84 | 161% |
| Returns for 1 year | 11.44 | 2.30 | 497% |
| Returns for 3 years | 66.88 | 41.86 | 160% |
| Returns for 5 years | 52.81 | 35.67 | 148% |
| Returns for 10 years | 75.63 | 76.47 | 99% |
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