Interact to see
Advertisement
Advertisement
MVGJX vs WGIFX
MVGJX vs WGIFX Comparison
Open Charts MVGJX vs WGIFX
MFS Low Volatility Global Equity R1
Price$18.51
Change-$0.10 (-0.54%)
VolumeN/A
Net Assets289.77M
American Funds Capital World Gr&Inc F2
Price$76.10
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
MVGJX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVGJX vs. WGIFX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 144B vs. MVGJX (290M). WGIFX pays higher dividends than MVGJX: WGIFX (1.56) 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 : 15.32 vs. MVGJX (4.08). WGIFX return over 5 years is better than : 49.19 vs. MVGJX (32.19).
| 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 | 13.772 | 23.660 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 144B | 0% |
| Annual Yield % from dividends | 0.88 | 1.56 | 56% |
| Returns for 1 year | 4.08 | 15.32 | 27% |
| Returns for 3 years | 33.30 | 57.23 | 58% |
| Returns for 5 years | 32.19 | 49.19 | 65% |
| Returns for 10 years | 86.24 | 87.75 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement