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MVGBX vs RWBEX
MVGBX vs RWBEX Comparison
Open Charts MVGBX vs RWBEX
MFS Low Volatility Global Equity B
Price$16.15
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets258.56M
American Funds Capital World Gr&Inc R2E
Price$63.10
Change+$0.22 (+0.35%)
VolumeN/A
Net Assets123.48B
MVGBX vs RWBEX Comparison Chart
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MVGBX vs. RWBEX commentary
Jan 15, 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 MVGBX is a Buy and RWBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 123B vs. MVGBX (259M). RWBEX pays higher dividends than MVGBX: RWBEX (1.28) vs MVGBX (0.39). MVGBX was incepted earlier than RWBEX: MVGBX (11 years) vs RWBEX (10 years). RWBEX is a more actively managed with annual turnover of: 27.00 vs. MVGBX (25.00). RWBEX has a lower initial minimum investment than MVGBX: RWBEX (250) vs MVGBX (1000). RWBEX annual gain was more profitable for investors over the last year : 6.49 vs. MVGBX (2.19). RWBEX return over 5 years is better than : 23.81 vs. MVGBX (12.83).
| MVGBX | RWBEX | MVGBX / RWBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | -1.647 | -0.616 | 267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 123B | 0% |
| Annual Yield % from dividends | 0.39 | 1.28 | 30% |
| Returns for 1 year | 2.19 | 6.49 | 34% |
| Returns for 3 years | 3.94 | 3.15 | 125% |
| Returns for 5 years | 12.83 | 23.81 | 54% |
| Returns for 10 years | 53.73 | 42.34 | 127% |