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MVGAX vs RWIFX
MVGAX vs RWIFX Comparison
Open Charts MVGAX vs RWIFX
MFS Low Volatility Global Equity A
Price$16.51
Change+$0.06 (+0.36%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$63.68
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
MVGAX vs RWIFX Comparison Chart
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MVGAX vs. RWIFX commentary
Dec 23, 2024
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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. MVGAX (264M). 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 : 8.95 vs. MVGAX (7.87). RWIFX return over 5 years is better than : 30.00 vs. MVGAX (20.22).
| 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 | 6.096 | 7.993 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 125B | 0% |
| Annual Yield % from dividends | 1.10 | 1.94 | 57% |
| Returns for 1 year | 7.87 | 8.95 | 88% |
| Returns for 3 years | 8.13 | 6.92 | 118% |
| Returns for 5 years | 20.22 | 30.00 | 67% |
| Returns for 10 years | 64.26 | 45.70 | 141% |
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