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MVGAX vs RWIFX
MVGAX vs RWIFX Comparison
Open Charts MVGAX vs RWIFX
MFS Low Volatility Global Equity A
Price$18.01
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets295.52M
American Funds Capital World Gr&Inc R5
Price$71.79
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets135.95B
MVGAX vs RWIFX Comparison Chart in %
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MVGAX vs. RWIFX commentary
Jul 19, 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: 136B vs. MVGAX (296M). RWIFX pays higher dividends than MVGAX: RWIFX (1.72) vs MVGAX (1.59). 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 : 9.28 vs. MVGAX (4.50). RWIFX return over 5 years is better than : 50.80 vs. MVGAX (39.12).
| 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 | 9.847 | 13.880 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 136B | 0% |
| Annual Yield % from dividends | 1.59 | 1.72 | 92% |
| Returns for 1 year | 4.50 | 9.28 | 48% |
| Returns for 3 years | 33.20 | 53.80 | 62% |
| Returns for 5 years | 39.12 | 50.80 | 77% |
| Returns for 10 years | 75.97 | 60.23 | 126% |