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MVGJX vs WGIFX
MVGJX vs WGIFX Comparison
Open Charts MVGJX vs WGIFX
MFS Low Volatility Global Equity R1
Price$18.10
Change+$0.08 (+0.44%)
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
MVGJX vs WGIFX Comparison Chart in %
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MVGJX 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 MVGJX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. MVGJX (293M). WGIFX pays higher dividends than MVGJX: WGIFX (1.67) vs MVGJX (0.90). MVGJX was incepted earlier than WGIFX: MVGJX (12 years) vs WGIFX (17 years). MVGJX (1.82) is less costly to investors than WGIFX (0.52). MVGJX is a more actively managed with annual turnover of: 32.00 vs. WGIFX (27.00). MVGJX has a lower initial minimum investment than WGIFX: MVGJX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 9.60 vs. MVGJX (8.38). WGIFX return over 5 years is better than : 54.28 vs. MVGJX (41.20).
| MVGJX | WGIFX | MVGJX / WGIFX | |
| Total Expense Ratio | 1.76 | 0.52 | 338% |
| Annual Report Gross Expense Ratio | 1.82 | 0.52 | 350% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 10.600 | 13.694 | 77% |
| 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 | 0.90 | 1.67 | 53% |
| Returns for 1 year | 8.38 | 9.60 | 87% |
| Returns for 3 years | 30.85 | 51.13 | 60% |
| Returns for 5 years | 41.20 | 54.28 | 76% |
| Returns for 10 years | 74.41 | 64.28 | 116% |
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