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MVGJX vs WGIFX
MVGJX vs WGIFX Comparison
Open Charts MVGJX vs WGIFX
MFS Low Volatility Global Equity R1
Price$18.50
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets286.56M
American Funds Capital World Gr&Inc F2
Price$75.32
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
MVGJX vs WGIFX Comparison Chart in %
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MVGJX vs. WGIFX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. MVGJX (287M). WGIFX pays higher dividends than MVGJX: WGIFX (1.59) vs MVGJX (0.86). 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 : 11.05 vs. MVGJX (2.00). WGIFX return over 5 years is better than : 52.11 vs. MVGJX (34.47).
| 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 | 13.100 | 20.182 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 141B | 0% |
| Annual Yield % from dividends | 0.86 | 1.59 | 54% |
| Returns for 1 year | 2.00 | 11.05 | 18% |
| Returns for 3 years | 41.46 | 68.14 | 61% |
| Returns for 5 years | 34.47 | 52.11 | 66% |
| Returns for 10 years | 81.11 | 78.84 | 103% |
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