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MVGIX vs WGIFX
MVGIX vs WGIFX Comparison
Open Charts MVGIX vs WGIFX
MFS Low Volatility Global Equity I
Price$18.56
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets304.18M
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets137.57B
MVGIX vs WGIFX Comparison Chart in %
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MVGIX vs. WGIFX commentary
Sep 08, 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: 138B vs. MVGIX (304M). MVGIX pays higher dividends than WGIFX: MVGIX (1.78) vs WGIFX (1.64). 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 : 13.44 vs. MVGIX (4.03). WGIFX return over 5 years is better than : 48.42 vs. MVGIX (41.21).
| 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 | 13.454 | 16.367 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 138B | 0% |
| Annual Yield % from dividends | 1.78 | 1.64 | 109% |
| Returns for 1 year | 4.03 | 13.44 | 30% |
| Returns for 3 years | 38.45 | 55.06 | 70% |
| Returns for 5 years | 41.21 | 48.42 | 85% |
| Returns for 10 years | 98.49 | 77.16 | 128% |
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