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MVGAX vs RWIFX
MVGAX vs RWIFX Comparison
Open Charts MVGAX vs RWIFX
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 R5
Price$66.07
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
MVGAX vs RWIFX Comparison Chart
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MVGAX vs. RWIFX 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 129B vs. MVGAX (265M). RWIFX pays higher dividends than MVGAX: RWIFX (1.94) vs MVGAX (1.10). MVGAX was incepted earlier than RWIFX: MVGAX (11 years) vs RWIFX (23 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. MVGAX (25.00). RWIFX has a lower initial minimum investment than MVGAX: RWIFX (250) vs MVGAX (1000). RWIFX annual gain was more profitable for investors over the last year : 12.20 vs. MVGAX (5.79). RWIFX return over 5 years is better than : 32.66 vs. MVGAX (18.69).
| MVGAX | RWIFX | MVGAX / RWIFX | |
| 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 | 3.949 | 21% |
| 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 | 1.94 | 57% |
| Returns for 1 year | 5.79 | 12.20 | 47% |
| Returns for 3 years | 10.96 | 14.51 | 75% |
| Returns for 5 years | 18.69 | 32.66 | 57% |
| Returns for 10 years | 65.46 | 49.75 | 132% |