Interact to see
Advertisement
Advertisement
MVGAX vs RWIFX
MVGAX vs RWIFX Comparison
Open Charts MVGAX vs RWIFX
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 R5
Price$71.58
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
MVGAX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVGAX vs. RWIFX 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. MVGAX (297M). RWIFX pays higher dividends than MVGAX: RWIFX (1.72) vs MVGAX (1.61). 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 : 16.76 vs. MVGAX (8.15). RWIFX return over 5 years is better than : 47.88 vs. MVGAX (37.31).
| 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 | 10.640 | 13.689 | 78% |
| 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 | 1.72 | 93% |
| Returns for 1 year | 8.15 | 16.76 | 49% |
| Returns for 3 years | 29.00 | 43.84 | 66% |
| Returns for 5 years | 37.31 | 47.88 | 78% |
| Returns for 10 years | 76.01 | 60.63 | 125% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers