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MVGAX vs RWIBX
MVGAX vs RWIBX Comparison
Open Charts MVGAX vs RWIBX
MFS Low Volatility Global Equity A
Price$16.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets265.06M
American Funds Capital World Gr&Inc R2
Price$64.98
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
MVGAX vs RWIBX Comparison Chart
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MVGAX vs. RWIBX commentary
Jan 23, 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 Buy and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 129B vs. MVGAX (265M). 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). RWIBX annual gain was more profitable for investors over the last year : 10.94 vs. MVGAX (5.79). RWIBX return over 5 years is better than : 28.39 vs. MVGAX (18.69).
| 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 | 0.847 | 3.885 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 129B | 0% |
| Annual Yield % from dividends | 1.10 | 1.05 | 105% |
| Returns for 1 year | 5.79 | 10.94 | 53% |
| Returns for 3 years | 10.96 | 12.03 | 91% |
| Returns for 5 years | 18.69 | 28.39 | 66% |
| Returns for 10 years | 65.46 | 44.48 | 147% |