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MVGAX vs RWIBX
MVGAX vs RWIBX Comparison
Open Charts MVGAX vs RWIBX
MFS Low Volatility Global Equity A
Price$16.51
Change+$0.06 (+0.36%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$62.69
Change+$0.33 (+0.53%)
VolumeN/A
CapitalizationN/A
MVGAX vs RWIBX Comparison Chart
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MVGAX vs. RWIBX commentary
Dec 23, 2024
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 MVGAX is a StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. MVGAX (264M). MVGAX pays higher dividends than RWIBX: MVGAX (1.10) vs RWIBX (1.05). MVGAX was incepted earlier than RWIBX: MVGAX (11 years) vs RWIBX (23 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. MVGAX (25.00). RWIBX has a lower initial minimum investment than MVGAX: RWIBX (250) vs MVGAX (1000). MVGAX (7.87) and RWIBX (7.74) have marching annual gain over last year. RWIBX return over 5 years is better than : 25.79 vs. MVGAX (20.22).
| MVGAX | RWIBX | MVGAX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 6.096 | 6.816 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 125B | 0% |
| Annual Yield % from dividends | 1.10 | 1.05 | 105% |
| Returns for 1 year | 7.87 | 7.74 | 102% |
| Returns for 3 years | 8.13 | 4.61 | 177% |
| Returns for 5 years | 20.22 | 25.79 | 78% |
| Returns for 10 years | 64.26 | 40.60 | 158% |