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MVGAX vs WGIFX
MVGAX vs WGIFX Comparison
Open Charts MVGAX vs WGIFX
MFS Low Volatility Global Equity A
Price$17.97
Change-$0.16 (-0.88%)
VolumeN/A
Net Assets290.26M
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
MVGAX vs WGIFX Comparison Chart
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MVGAX vs. WGIFX commentary
Jun 16, 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 Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. MVGAX (290M). WGIFX pays higher dividends than MVGAX: WGIFX (1.75) vs MVGAX (1.35). 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). MVGAX annual gain was more profitable for investors over the last year : 8.58 vs. WGIFX (6.58). WGIFX return over 5 years is better than : 52.99 vs. MVGAX (43.74).
| 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 | 8.960 | 9.129 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 131B | 0% |
| Annual Yield % from dividends | 1.35 | 1.75 | 77% |
| Returns for 1 year | 8.58 | 6.58 | 130% |
| Returns for 3 years | 33.94 | 44.89 | 76% |
| Returns for 5 years | 43.74 | 52.99 | 83% |
| Returns for 10 years | 76.25 | 53.21 | 143% |
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