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MVGAX vs RWIBX
MVGAX vs RWIBX Comparison
Open Charts MVGAX vs RWIBX
MFS Low Volatility Global Equity A
Price$17.17
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets270.93M
American Funds Capital World Gr&Inc R2
Price$61.12
Change+$0.81 (+1.34%)
VolumeN/A
Net Assets117.94B
MVGAX vs RWIBX Comparison Chart
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MVGAX vs. RWIBX commentary
Apr 25, 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 StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 118B vs. MVGAX (271M). MVGAX pays higher dividends than RWIBX: MVGAX (1.40) vs RWIBX (0.92). MVGAX was incepted earlier than RWIBX: MVGAX (11 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). MVGAX annual gain was more profitable for investors over the last year : 6.79 vs. RWIBX (-2.26). MVGAX (43.84) and RWIBX (42.95) have equivalent 5 years return.
| MVGAX | RWIBX | MVGAX / RWIBX | |
| Total Expense Ratio | 1.01 | 1.51 | 67% |
| Annual Report Gross Expense Ratio | 1.07 | 1.51 | 71% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 4.230 | -3.466 | -122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 118B | 0% |
| Annual Yield % from dividends | 1.40 | 0.92 | 153% |
| Returns for 1 year | 6.79 | -2.26 | -301% |
| Returns for 3 years | 16.03 | 12.76 | 126% |
| Returns for 5 years | 43.84 | 42.95 | 102% |
| Returns for 10 years | 63.41 | 28.25 | 224% |
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