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MVGAX vs RWIFX
MVGAX vs RWIFX Comparison
Open Charts MVGAX vs RWIFX
MFS Low Volatility Global Equity A
Price$18.43
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets288.12M
American Funds Capital World Gr&Inc R5
Price$74.84
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
MVGAX vs RWIFX Comparison Chart in %
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MVGAX vs. RWIFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 139B vs. MVGAX (288M). RWIFX (1.60) and MVGAX (1.56) have matching dividends . MVGAX was incepted earlier than RWIFX: MVGAX (12 years) vs RWIFX (24 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 : 12.54 vs. MVGAX (3.95). RWIFX return over 5 years is better than : 43.47 vs. MVGAX (34.45).
| 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 | 24 years | - |
| Gain YTD | 12.789 | 19.262 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 139B | 0% |
| Annual Yield % from dividends | 1.56 | 1.60 | 97% |
| Returns for 1 year | 3.95 | 12.54 | 32% |
| Returns for 3 years | 32.60 | 52.05 | 63% |
| Returns for 5 years | 34.45 | 43.47 | 79% |
| Returns for 10 years | 86.89 | 76.17 | 114% |
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