MVGBX
Price
$18.33
Change
+$0.15 (+0.83%)
Updated
Sep 26 closing price
Net Assets
302.01M
WGIFX
Price
$74.61
Change
+$0.32 (+0.43%)
Updated
Sep 26 closing price
Net Assets
140.16B
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MVGBX vs WGIFX

Header iconMVGBX vs WGIFX Comparison
Open Charts MVGBX vs WGIFXBanner chart's image
MFS Low Volatility Global Equity B
Price$18.33
Change+$0.15 (+0.83%)
VolumeN/A
Net Assets302.01M
American Funds Capital World Gr&Inc F2
Price$74.61
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
MVGBX vs WGIFX Comparison Chart in %
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MVGBX vs. WGIFX commentary
Sep 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 MVGBX is a Buy and WGIFX is a Buy.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 140B vs. MVGBX (302M). WGIFX pays higher dividends than MVGBX: WGIFX (1.64) vs MVGBX (0.85). MVGBX was incepted earlier than WGIFX: MVGBX (12 years) vs WGIFX (17 years). MVGBX (1.82) is less costly to investors than WGIFX (0.52). MVGBX is a more actively managed with annual turnover of: 32.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than MVGBX: WGIFX (250) vs MVGBX (1000). WGIFX annual gain was more profitable for investors over the last year : 9.69 vs. MVGBX (1.48). WGIFX return over 5 years is better than : 56.59 vs. MVGBX (37.43).
MVGBXWGIFXMVGBX / WGIFX
Total Expense Ratio1.760.52338%
Annual Report Gross Expense Ratio1.820.52350%
Fund Existence12 years17 years-
Gain YTD12.45019.04965%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets302M140B0%
Annual Yield % from dividends0.851.6452%
Returns for 1 year1.489.6915%
Returns for 3 years43.2071.0161%
Returns for 5 years37.4356.5966%
Returns for 10 years88.7691.9297%
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