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MVGJX vs WGIFX
MVGJX vs WGIFX Comparison
Open Charts MVGJX vs WGIFX
MFS Low Volatility Global Equity R1
Price$15.83
Change-$0.33 (-2.04%)
VolumeN/A
Net Assets250.53M
American Funds Capital World Gr&Inc F2
Price$57.17
Change-$0.69 (-1.19%)
VolumeN/A
Net Assets111.7B
MVGJX vs WGIFX Comparison Chart
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MVGJX vs. WGIFX commentary
Apr 08, 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 Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 112B vs. MVGJX (251M). WGIFX pays higher dividends than MVGJX: WGIFX (1.87) vs MVGJX (0.68). MVGJX was incepted earlier than WGIFX: MVGJX (11 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 : -0.34 vs. WGIFX (-7.85). WGIFX return over 5 years is better than : 53.87 vs. MVGJX (44.65).
| MVGJX | WGIFX | MVGJX / WGIFX | |
| Total Expense Ratio | 1.76 | 0.52 | 338% |
| Annual Report Gross Expense Ratio | 1.82 | 0.52 | 350% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | -1.763 | -8.480 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 112B | 0% |
| Annual Yield % from dividends | 0.68 | 1.87 | 37% |
| Returns for 1 year | -0.34 | -7.85 | 4% |
| Returns for 3 years | 5.65 | 3.17 | 178% |
| Returns for 5 years | 44.65 | 53.87 | 83% |
| Returns for 10 years | 52.01 | 28.84 | 180% |