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MVGLX vs WGIFX
MVGLX vs WGIFX Comparison
Open Charts MVGLX vs WGIFX
MFS Low Volatility Global Equity R3
Price$18.35
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets300.92M
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
MVGLX vs WGIFX Comparison Chart in %
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MVGLX vs. WGIFX commentary
Aug 18, 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 MVGLX is a StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. MVGLX (301M). WGIFX (1.67) and MVGLX (1.61) have matching dividends . MVGLX was incepted earlier than WGIFX: MVGLX (12 years) vs WGIFX (17 years). MVGLX (1.07) is less costly to investors than WGIFX (0.52). MVGLX is a more actively managed with annual turnover of: 32.00 vs. WGIFX (27.00). MVGLX has a lower initial minimum investment than WGIFX: MVGLX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 11.69 vs. MVGLX (5.68). WGIFX return over 5 years is better than : 48.82 vs. MVGLX (39.52).
| MVGLX | WGIFX | MVGLX / WGIFX | |
| Total Expense Ratio | 1.01 | 0.52 | 194% |
| Annual Report Gross Expense Ratio | 1.07 | 0.52 | 206% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 11.845 | 15.635 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 137B | 0% |
| Annual Yield % from dividends | 1.61 | 1.67 | 96% |
| Returns for 1 year | 5.68 | 11.69 | 49% |
| Returns for 3 years | 27.73 | 42.11 | 66% |
| Returns for 5 years | 39.52 | 48.82 | 81% |
| Returns for 10 years | 86.15 | 65.73 | 131% |
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