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MVGAX vs WGIFX
MVGAX vs WGIFX Comparison
Open Charts MVGAX vs WGIFX
MFS Low Volatility Global Equity A
Price$18.57
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets304.18M
American Funds Capital World Gr&Inc F2
Price$73.49
Change+$0.67 (+0.92%)
VolumeN/A
Net Assets137.57B
MVGAX vs WGIFX Comparison Chart in %
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MVGAX vs. WGIFX commentary
Sep 09, 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 MVGAX is a StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. MVGAX (304M). WGIFX (1.64) and MVGAX (1.56) have matching dividends . MVGAX was incepted earlier than WGIFX: MVGAX (12 years) vs WGIFX (17 years). MVGAX (1.07) is less costly to investors than WGIFX (0.52). MVGAX is a more actively managed with annual turnover of: 32.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than MVGAX: WGIFX (250) vs MVGAX (1000). WGIFX annual gain was more profitable for investors over the last year : 13.44 vs. MVGAX (3.78). WGIFX return over 5 years is better than : 48.42 vs. MVGAX (39.87).
| MVGAX | WGIFX | MVGAX / WGIFX | |
| Total Expense Ratio | 1.01 | 0.52 | 194% |
| Annual Report Gross Expense Ratio | 1.07 | 0.52 | 206% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 13.266 | 16.367 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 138B | 0% |
| Annual Yield % from dividends | 1.56 | 1.64 | 95% |
| Returns for 1 year | 3.78 | 13.44 | 28% |
| Returns for 3 years | 37.64 | 55.06 | 68% |
| Returns for 5 years | 39.87 | 48.42 | 82% |
| Returns for 10 years | 95.08 | 77.16 | 123% |
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