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MVGLX vs WGIFX
MVGLX vs WGIFX Comparison
Open Charts MVGLX vs WGIFX
MFS Low Volatility Global Equity R3
Price$18.21
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets293.48M
American Funds Capital World Gr&Inc F2
Price$71.48
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
MVGLX vs WGIFX Comparison Chart in %
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MVGLX vs. WGIFX commentary
Jul 06, 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 Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. MVGLX (293M). WGIFX pays higher dividends than MVGLX: WGIFX (1.67) vs MVGLX (1.59). 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 (9.60) and MVGLX (9.20) have marching annual gain over last year. WGIFX return over 5 years is better than : 54.28 vs. MVGLX (46.59).
| 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 | 10.991 | 13.694 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 136B | 0% |
| Annual Yield % from dividends | 1.59 | 1.67 | 95% |
| Returns for 1 year | 9.20 | 9.60 | 96% |
| Returns for 3 years | 33.82 | 51.13 | 66% |
| Returns for 5 years | 46.59 | 54.28 | 86% |
| Returns for 10 years | 88.19 | 64.28 | 137% |
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