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MVGJX vs WGIFX
MVGJX vs WGIFX Comparison
Open Charts MVGJX vs WGIFX
MFS Low Volatility Global Equity R1
Price$18.44
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets285.69M
American Funds Capital World Gr&Inc F2
Price$75.55
Change+$0.45 (+0.60%)
VolumeN/A
Net Assets140.51B
MVGJX vs WGIFX Comparison Chart in %
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MVGJX vs. WGIFX commentary
Oct 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. MVGJX (286M). WGIFX pays higher dividends than MVGJX: WGIFX (1.59) vs MVGJX (0.86). 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 : 12.22 vs. MVGJX (2.06). WGIFX return over 5 years is better than : 52.57 vs. MVGJX (33.96).
| 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 | 12.672 | 20.549 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 141B | 0% |
| Annual Yield % from dividends | 0.86 | 1.59 | 54% |
| Returns for 1 year | 2.06 | 12.22 | 17% |
| Returns for 3 years | 44.28 | 73.80 | 60% |
| Returns for 5 years | 33.96 | 52.57 | 65% |
| Returns for 10 years | 80.26 | 78.83 | 102% |
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