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MVGBX vs WGIFX
MVGBX vs WGIFX Comparison
Open Charts MVGBX vs WGIFX
MFS Low Volatility Global Equity B
Price$17.80
Change-$0.16 (-0.89%)
VolumeN/A
Net Assets290.26M
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
MVGBX vs WGIFX Comparison Chart
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MVGBX vs. WGIFX commentary
Jun 16, 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: 131B vs. MVGBX (290M). WGIFX pays higher dividends than MVGBX: WGIFX (1.75) vs MVGBX (0.59). 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). MVGBX annual gain was more profitable for investors over the last year : 7.71 vs. WGIFX (6.58). WGIFX return over 5 years is better than : 52.99 vs. MVGBX (39.40).
| 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 | 8.603 | 9.129 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 131B | 0% |
| Annual Yield % from dividends | 0.59 | 1.75 | 34% |
| Returns for 1 year | 7.71 | 6.58 | 117% |
| Returns for 3 years | 31.63 | 44.89 | 70% |
| Returns for 5 years | 39.40 | 52.99 | 74% |
| Returns for 10 years | 66.14 | 53.21 | 124% |
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