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MVGIX vs WGIFX
MVGIX vs WGIFX Comparison
Open Charts MVGIX vs WGIFX
MFS Low Volatility Global Equity I
Price$18.32
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets300.92M
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
MVGIX vs WGIFX Comparison Chart in %
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MVGIX vs. WGIFX commentary
Aug 18, 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 MVGIX is a StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. MVGIX (301M). MVGIX pays higher dividends than WGIFX: MVGIX (1.83) vs WGIFX (1.67). MVGIX was incepted earlier than WGIFX: MVGIX (12 years) vs WGIFX (17 years). MVGIX (0.82) is less costly to investors than WGIFX (0.52). MVGIX is a more actively managed with annual turnover of: 32.00 vs. WGIFX (27.00). MVGIX has a lower initial minimum investment than WGIFX: MVGIX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 11.69 vs. MVGIX (5.88). WGIFX return over 5 years is better than : 48.82 vs. MVGIX (38.98).
| MVGIX | WGIFX | MVGIX / WGIFX | |
| Total Expense Ratio | 0.76 | 0.52 | 146% |
| Annual Report Gross Expense Ratio | 0.82 | 0.52 | 158% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 11.987 | 15.635 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 137B | 0% |
| Annual Yield % from dividends | 1.83 | 1.67 | 110% |
| Returns for 1 year | 5.88 | 11.69 | 50% |
| Returns for 3 years | 27.71 | 42.11 | 66% |
| Returns for 5 years | 38.98 | 48.82 | 80% |
| Returns for 10 years | 82.72 | 65.73 | 126% |
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