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MVGIX vs WGIFX
MVGIX vs WGIFX Comparison
Open Charts MVGIX vs WGIFX
MFS Low Volatility Global Equity I
Price$17.98
Change-$0.16 (-0.88%)
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
MVGIX vs WGIFX Comparison Chart
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MVGIX 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 MVGIX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. MVGIX (290M). WGIFX pays higher dividends than MVGIX: WGIFX (1.75) vs MVGIX (1.57). 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). MVGIX annual gain was more profitable for investors over the last year : 8.84 vs. WGIFX (6.58). WGIFX return over 5 years is better than : 52.99 vs. MVGIX (45.11).
| 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 | 9.077 | 9.129 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 131B | 0% |
| Annual Yield % from dividends | 1.57 | 1.75 | 90% |
| Returns for 1 year | 8.84 | 6.58 | 134% |
| Returns for 3 years | 34.65 | 44.89 | 77% |
| Returns for 5 years | 45.11 | 52.99 | 85% |
| Returns for 10 years | 79.23 | 53.21 | 149% |
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