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MVGAX vs RWIBX
MVGAX vs RWIBX Comparison
Open Charts MVGAX vs RWIBX
MFS Low Volatility Global Equity A
Price$18.14
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets297.47M
American Funds Capital World Gr&Inc R2
Price$70.35
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
MVGAX vs RWIBX Comparison Chart in %
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MVGAX vs. RWIBX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 135B vs. MVGAX (297M). MVGAX pays higher dividends than RWIBX: MVGAX (1.61) vs RWIBX (0.82). 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 : 15.46 vs. MVGAX (8.15). RWIBX return over 5 years is better than : 42.28 vs. MVGAX (37.31).
| 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 | 10.640 | 12.983 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 135B | 0% |
| Annual Yield % from dividends | 1.61 | 0.82 | 196% |
| Returns for 1 year | 8.15 | 15.46 | 53% |
| Returns for 3 years | 29.00 | 39.92 | 73% |
| Returns for 5 years | 37.31 | 42.28 | 88% |
| Returns for 10 years | 76.01 | 54.21 | 140% |
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