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MVGAX vs RWIFX
MVGAX vs RWIFX Comparison
Open Charts MVGAX vs RWIFX
MFS Low Volatility Global Equity A
Price$17.01
Change-$0.16 (-0.93%)
VolumeN/A
Net Assets265.26M
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
MVGAX vs RWIFX Comparison Chart
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MVGAX vs. RWIFX commentary
Apr 04, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. MVGAX (265M). RWIFX pays higher dividends than MVGAX: RWIFX (1.93) vs MVGAX (1.40). MVGAX was incepted earlier than RWIFX: MVGAX (11 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). MVGAX annual gain was more profitable for investors over the last year : 5.44 vs. RWIFX (0.55). RWIFX return over 5 years is better than : 70.05 vs. MVGAX (56.89).
| MVGAX | RWIFX | MVGAX / RWIFX | |
| Total Expense Ratio | 1.01 | 0.46 | 220% |
| Annual Report Gross Expense Ratio | 1.07 | 0.46 | 233% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 4.109 | 0.945 | 435% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 123B | 0% |
| Annual Yield % from dividends | 1.40 | 1.93 | 73% |
| Returns for 1 year | 5.44 | 0.55 | 993% |
| Returns for 3 years | 12.50 | 12.30 | 102% |
| Returns for 5 years | 56.89 | 70.05 | 81% |
| Returns for 10 years | 65.91 | 42.59 | 155% |
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