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MVGJX vs WGIFX
MVGJX vs WGIFX Comparison
Open Charts MVGJX vs WGIFX
MFS Low Volatility Global Equity R1
Price$17.86
Change-$0.16 (-0.89%)
VolumeN/A
Net Assets290.26M
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
MVGJX vs WGIFX Comparison Chart
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MVGJX vs. WGIFX commentary
Jun 16, 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: 131B vs. MVGJX (290M). WGIFX pays higher dividends than MVGJX: WGIFX (1.75) vs MVGJX (0.66). 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). MVGJX annual gain was more profitable for investors over the last year : 7.70 vs. WGIFX (6.58). WGIFX return over 5 years is better than : 52.99 vs. MVGJX (40.13).
| 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 | 8.571 | 9.129 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 131B | 0% |
| Annual Yield % from dividends | 0.66 | 1.75 | 38% |
| Returns for 1 year | 7.70 | 6.58 | 117% |
| Returns for 3 years | 32.32 | 44.89 | 72% |
| Returns for 5 years | 40.13 | 52.99 | 76% |
| Returns for 10 years | 70.38 | 53.21 | 132% |
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