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MVGAX vs RWIFX
MVGAX vs RWIFX Comparison
Open Charts MVGAX vs RWIFX
MFS Low Volatility Global Equity A
Price$18.44
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets302.06M
American Funds Capital World Gr&Inc R5
Price$72.83
Change-$0.42 (-0.57%)
VolumeN/A
Net Assets136.73B
MVGAX vs RWIFX Comparison Chart in %
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MVGAX vs. RWIFX commentary
Sep 01, 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: 137B vs. MVGAX (302M). RWIFX pays higher dividends than MVGAX: RWIFX (1.69) vs MVGAX (1.56). MVGAX was incepted earlier than RWIFX: MVGAX (12 years) vs RWIFX (23 years). MVGAX (1.07) is less costly to investors than RWIFX (0.46). MVGAX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). 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 : 10.09 vs. MVGAX (2.94). RWIFX return over 5 years is better than : 44.99 vs. MVGAX (36.60).
| MVGAX | RWIFX | MVGAX / RWIFX | |
| Total Expense Ratio | 1.01 | 0.46 | 220% |
| Annual Report Gross Expense Ratio | 1.07 | 0.46 | 233% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 12.594 | 15.674 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 137B | 0% |
| Annual Yield % from dividends | 1.56 | 1.69 | 93% |
| Returns for 1 year | 2.94 | 10.09 | 29% |
| Returns for 3 years | 34.42 | 51.32 | 67% |
| Returns for 5 years | 36.60 | 44.99 | 81% |
| Returns for 10 years | 97.26 | 80.38 | 121% |
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