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MVGJX vs WGIFX
MVGJX vs WGIFX Comparison
Open Charts MVGJX vs WGIFX
MFS Low Volatility Global Equity R1
Price$18.03
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets296.03M
American Funds Capital World Gr&Inc F2
Price$71.27
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
MVGJX vs WGIFX Comparison Chart in %
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MVGJX vs. WGIFX commentary
Aug 07, 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 Hold and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 134B vs. MVGJX (296M). 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 : 16.06 vs. MVGJX (7.51). WGIFX return over 5 years is better than : 47.18 vs. MVGJX (33.97).
| 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 | 10.172 | 13.360 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 134B | 0% |
| Annual Yield % from dividends | 0.90 | 1.67 | 54% |
| Returns for 1 year | 7.51 | 16.06 | 47% |
| Returns for 3 years | 27.02 | 43.78 | 62% |
| Returns for 5 years | 33.97 | 47.18 | 72% |
| Returns for 10 years | 70.53 | 61.41 | 115% |
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