Interact to see
Advertisement
Advertisement
MVGJX vs WGIFX
MVGJX vs WGIFX Comparison
Open Charts MVGJX vs WGIFX
MFS Low Volatility Global Equity R1
Price$17.74
Change-$0.19 (-1.06%)
VolumeN/A
Net Assets295.37M
American Funds Capital World Gr&Inc F2
Price$71.07
Change-$0.35 (-0.49%)
VolumeN/A
Net Assets135.74B
MVGJX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVGJX vs. WGIFX commentary
Jul 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 StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. MVGJX (295M). WGIFX pays higher dividends than MVGJX: WGIFX (1.67) vs MVGJX (0.90). 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 : 7.10 vs. MVGJX (3.64). WGIFX return over 5 years is better than : 50.07 vs. MVGJX (35.02).
| 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 | 8.400 | 13.042 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 136B | 0% |
| Annual Yield % from dividends | 0.90 | 1.67 | 53% |
| Returns for 1 year | 3.64 | 7.10 | 51% |
| Returns for 3 years | 29.17 | 52.38 | 56% |
| Returns for 5 years | 35.02 | 50.07 | 70% |
| Returns for 10 years | 67.64 | 58.48 | 116% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers