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MVGIX vs WGIFX
MVGIX vs WGIFX Comparison
Open Charts MVGIX vs WGIFX
MFS Low Volatility Global Equity I
Price$18.18
Change+$0.07 (+0.39%)
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
MVGIX vs WGIFX Comparison Chart in %
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MVGIX vs. WGIFX commentary
Jul 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 Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. MVGIX (293M). MVGIX pays higher dividends than WGIFX: MVGIX (1.82) 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 (9.60) and MVGIX (9.42) have marching annual gain over last year. WGIFX return over 5 years is better than : 54.28 vs. MVGIX (46.15).
| 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 | 11.131 | 13.694 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 136B | 0% |
| Annual Yield % from dividends | 1.82 | 1.67 | 109% |
| Returns for 1 year | 9.42 | 9.60 | 98% |
| Returns for 3 years | 33.80 | 51.13 | 66% |
| Returns for 5 years | 46.15 | 54.28 | 85% |
| Returns for 10 years | 84.72 | 64.28 | 132% |
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