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MVGAX vs WGIFX
MVGAX vs WGIFX Comparison
Open Charts MVGAX vs WGIFX
MFS Low Volatility Global Equity A
Price$18.18
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets293.48M
American Funds Capital World Gr&Inc F2
Price$71.48
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
MVGAX vs WGIFX Comparison Chart in %
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MVGAX vs. WGIFX commentary
Jul 06, 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: 136B vs. MVGAX (293M). WGIFX pays higher dividends than MVGAX: WGIFX (1.67) vs MVGAX (1.59). 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 (9.60) and MVGAX (9.22) have marching annual gain over last year. WGIFX return over 5 years is better than : 54.28 vs. MVGAX (44.73).
| 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 | 11.007 | 13.694 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 136B | 0% |
| Annual Yield % from dividends | 1.59 | 1.67 | 95% |
| Returns for 1 year | 9.22 | 9.60 | 96% |
| Returns for 3 years | 32.99 | 51.13 | 65% |
| Returns for 5 years | 44.73 | 54.28 | 82% |
| Returns for 10 years | 81.64 | 64.28 | 127% |
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