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MVGJX vs WGIFX
MVGJX vs WGIFX Comparison
Open Charts MVGJX vs WGIFX
MFS Low Volatility Global Equity R1
Price$16.43
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets262.61M
American Funds Capital World Gr&Inc F2
Price$64.76
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
MVGJX vs WGIFX Comparison Chart
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MVGJX vs. WGIFX commentary
Jan 19, 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 Buy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 127B vs. MVGJX (263M). WGIFX pays higher dividends than MVGJX: WGIFX (1.90) vs MVGJX (0.43). MVGJX was incepted earlier than WGIFX: MVGJX (11 years) vs WGIFX (16 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 : 11.21 vs. MVGJX (4.82). WGIFX return over 5 years is better than : 28.69 vs. MVGJX (14.33).
| MVGJX | WGIFX | MVGJX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | -0.122 | 2.065 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 127B | 0% |
| Annual Yield % from dividends | 0.43 | 1.90 | 23% |
| Returns for 1 year | 4.82 | 11.21 | 43% |
| Returns for 3 years | 7.35 | 9.14 | 80% |
| Returns for 5 years | 14.33 | 28.69 | 50% |
| Returns for 10 years | 59.98 | 49.01 | 122% |