Interact to see
Advertisement
Advertisement
MVGAX vs WGIFX
MVGAX vs WGIFX Comparison
Open Charts MVGAX vs WGIFX
MFS Low Volatility Global Equity A
Price$18.08
Change-$0.18 (-0.99%)
VolumeN/A
Net Assets300.47M
American Funds Capital World Gr&Inc F2
Price$71.93
Change-$0.46 (-0.64%)
VolumeN/A
Net Assets137.34B
MVGAX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVGAX vs. WGIFX commentary
Jul 29, 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: 137B vs. MVGAX (300M). 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 annual gain was more profitable for investors over the last year : 14.04 vs. MVGAX (7.79). WGIFX return over 5 years is better than : 52.50 vs. MVGAX (40.80).
| 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 | 11.495 | 15.142 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 137B | 0% |
| Annual Yield % from dividends | 1.59 | 1.67 | 95% |
| Returns for 1 year | 7.79 | 14.04 | 55% |
| Returns for 3 years | 32.46 | 51.93 | 63% |
| Returns for 5 years | 40.80 | 52.50 | 78% |
| Returns for 10 years | 79.71 | 64.50 | 124% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ESPNX | 39.29 | 0.27 | +0.69% |
| Allspring Special Small Cap Value Inst | |||
| RYZCX | 125.82 | 0.56 | +0.45% |
| Rydex Precious Metals C | |||
| RWEBX | 64.88 | 0.26 | +0.40% |
| American Funds Washington Mutual R2E | |||
| MFWHX | 17.78 | -0.02 | -0.11% |
| MFS Global Total Return R3 | |||
| GLEAX | 13.42 | -0.07 | -0.52% |
| GS Energy Infrastructure Fd A Shares | |||