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MVGJX vs WGIFX
MVGJX vs WGIFX Comparison
Open Charts MVGJX vs WGIFX
MFS Low Volatility Global Equity R1
Price$16.93
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets266.9M
American Funds Capital World Gr&Inc F2
Price$66.21
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
MVGJX vs WGIFX Comparison Chart
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MVGJX vs. WGIFX commentary
Feb 23, 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: 128B vs. MVGJX (267M). WGIFX pays higher dividends than MVGJX: WGIFX (1.90) vs MVGJX (0.43). MVGJX was incepted earlier than WGIFX: MVGJX (11 years) vs WGIFX (17 years). WGIFX is a more actively managed with annual turnover of: 27.00 vs. MVGJX (25.00). 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 : 7.35 vs. MVGJX (4.63). WGIFX return over 5 years is better than : 33.63 vs. MVGJX (18.37).
| MVGJX | WGIFX | MVGJX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 2.918 | 4.350 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 128B | 0% |
| Annual Yield % from dividends | 0.43 | 1.90 | 23% |
| Returns for 1 year | 4.63 | 7.35 | 63% |
| Returns for 3 years | 13.76 | 17.14 | 80% |
| Returns for 5 years | 18.37 | 33.63 | 55% |
| Returns for 10 years | 59.52 | 45.71 | 130% |
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