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MVGBX vs WGIFX
MVGBX vs WGIFX Comparison
Open Charts MVGBX vs WGIFX
MFS Low Volatility Global Equity B
Price$18.11
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets300.47M
American Funds Capital World Gr&Inc F2
Price$72.39
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
MVGBX vs WGIFX Comparison Chart in %
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MVGBX vs. WGIFX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. MVGBX (300M). WGIFX pays higher dividends than MVGBX: WGIFX (1.67) vs MVGBX (0.87). 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 : 14.04 vs. MVGBX (6.95). WGIFX return over 5 years is better than : 52.50 vs. MVGBX (36.54).
| MVGBX | WGIFX | MVGBX / WGIFX | |
| Total Expense Ratio | 1.76 | 0.52 | 338% |
| Annual Report Gross Expense Ratio | 1.82 | 0.52 | 350% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 11.049 | 15.142 | 73% |
| Front Load | N/A | 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 | 0.87 | 1.67 | 52% |
| Returns for 1 year | 6.95 | 14.04 | 50% |
| Returns for 3 years | 29.94 | 51.93 | 58% |
| Returns for 5 years | 36.54 | 52.50 | 70% |
| Returns for 10 years | 69.13 | 64.50 | 107% |
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