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MVGAX vs RWIBX
MVGAX vs RWIBX Comparison
Open Charts MVGAX vs RWIBX
MFS Low Volatility Global Equity A
Price$18.43
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets288.12M
American Funds Capital World Gr&Inc R2
Price$73.52
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
MVGAX vs RWIBX Comparison Chart in %
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MVGAX vs. RWIBX commentary
Nov 20, 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 MVGAX is a Hold and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 139B vs. MVGAX (288M). MVGAX pays higher dividends than RWIBX: MVGAX (1.56) vs RWIBX (0.74). MVGAX was incepted earlier than RWIBX: MVGAX (12 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than MVGAX (1.07). MVGAX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than MVGAX: RWIBX (250) vs MVGAX (1000). RWIBX annual gain was more profitable for investors over the last year : 11.30 vs. MVGAX (3.95). RWIBX return over 5 years is better than : 37.68 vs. MVGAX (34.45).
| MVGAX | RWIBX | MVGAX / RWIBX | |
| Total Expense Ratio | 1.01 | 1.51 | 67% |
| Annual Report Gross Expense Ratio | 1.07 | 1.51 | 71% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 12.789 | 18.170 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 139B | 0% |
| Annual Yield % from dividends | 1.56 | 0.74 | 209% |
| Returns for 1 year | 3.95 | 11.30 | 35% |
| Returns for 3 years | 32.60 | 47.55 | 69% |
| Returns for 5 years | 34.45 | 37.68 | 91% |
| Returns for 10 years | 86.89 | 68.68 | 127% |
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