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MVGBX vs WGIFX
MVGBX vs WGIFX Comparison
Open Charts MVGBX vs WGIFX
MFS Low Volatility Global Equity B
Price$18.04
Change+$0.08 (+0.45%)
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
MVGBX vs WGIFX Comparison Chart in %
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MVGBX vs. WGIFX commentary
Jul 07, 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: 136B vs. MVGBX (293M). 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 : 9.60 vs. MVGBX (8.37). WGIFX return over 5 years is better than : 54.28 vs. MVGBX (40.35).
| 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 | 10.620 | 13.694 | 78% |
| Front Load | N/A | 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 | 0.87 | 1.67 | 52% |
| Returns for 1 year | 8.37 | 9.60 | 87% |
| Returns for 3 years | 30.55 | 51.13 | 60% |
| Returns for 5 years | 40.35 | 54.28 | 74% |
| Returns for 10 years | 70.89 | 64.28 | 110% |
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