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MVGJX vs WGIFX
MVGJX vs WGIFX Comparison
Open Charts MVGJX vs WGIFX
MFS Low Volatility Global Equity R1
Price$18.44
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
MVGJX vs WGIFX Comparison Chart in %
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MVGJX 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 MVGJX is a StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. MVGJX (304M). WGIFX pays higher dividends than MVGJX: WGIFX (1.64) vs MVGJX (0.88). 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 : 13.44 vs. MVGJX (2.96). WGIFX return over 5 years is better than : 48.42 vs. MVGJX (36.32).
| 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 | 12.678 | 16.367 | 77% |
| 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 | 0.88 | 1.64 | 54% |
| Returns for 1 year | 2.96 | 13.44 | 22% |
| Returns for 3 years | 35.32 | 55.06 | 64% |
| Returns for 5 years | 36.32 | 48.42 | 75% |
| Returns for 10 years | 87.41 | 77.16 | 113% |
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