MVGBX
Price
$18.04
Change
+$0.08 (+0.45%)
Updated
Jul 3 closing price
Net Assets
293.48M
WGIFX
Price
$71.48
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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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$18.04
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.

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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).
MVGBXWGIFXMVGBX / WGIFX
Total Expense Ratio1.760.52338%
Annual Report Gross Expense Ratio1.820.52350%
Fund Existence12 years17 years-
Gain YTD10.62013.69478%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets293M136B0%
Annual Yield % from dividends0.871.6752%
Returns for 1 year8.379.6087%
Returns for 3 years30.5551.1360%
Returns for 5 years40.3554.2874%
Returns for 10 years70.8964.28110%
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