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MVGJX vs WGIFX
MVGJX vs WGIFX Comparison
Open Charts MVGJX vs WGIFX
MFS Low Volatility Global Equity R1
Price$17.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets286.8M
American Funds Capital World Gr&Inc F2
Price$68.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
MVGJX vs WGIFX Comparison Chart
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MVGJX vs. WGIFX commentary
Jun 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 Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. MVGJX (287M). WGIFX pays higher dividends than MVGJX: WGIFX (1.75) vs MVGJX (0.66). 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). MVGJX annual gain was more profitable for investors over the last year : 6.88 vs. WGIFX (6.40). WGIFX return over 5 years is better than : 46.53 vs. MVGJX (35.45).
| 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 | 8.389 | 8.745 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 131B | 0% |
| Annual Yield % from dividends | 0.66 | 1.75 | 38% |
| Returns for 1 year | 6.88 | 6.40 | 108% |
| Returns for 3 years | 23.22 | 30.21 | 77% |
| Returns for 5 years | 35.45 | 46.53 | 76% |
| Returns for 10 years | 70.10 | 53.53 | 131% |
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