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MVGBX vs RWIBX
MVGBX vs RWIBX Comparison
Open Charts MVGBX vs RWIBX
MFS Low Volatility Global Equity B
Price$17.98
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets297.47M
American Funds Capital World Gr&Inc R2
Price$70.35
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
MVGBX vs RWIBX Comparison Chart in %
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MVGBX vs. RWIBX 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 MVGBX is a Hold and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 135B vs. MVGBX (297M). MVGBX pays higher dividends than RWIBX: MVGBX (0.88) vs RWIBX (0.82). MVGBX was incepted earlier than RWIBX: MVGBX (12 years) vs RWIBX (23 years). MVGBX (1.82) is less costly to investors than RWIBX (1.51). MVGBX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than MVGBX: RWIBX (250) vs MVGBX (1000). RWIBX annual gain was more profitable for investors over the last year : 15.46 vs. MVGBX (7.31). RWIBX return over 5 years is better than : 42.28 vs. MVGBX (33.23).
| MVGBX | RWIBX | MVGBX / RWIBX | |
| Total Expense Ratio | 1.76 | 1.51 | 117% |
| Annual Report Gross Expense Ratio | 1.82 | 1.51 | 121% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 10.191 | 12.983 | 78% |
| Front Load | N/A | 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 | 0.88 | 0.82 | 107% |
| Returns for 1 year | 7.31 | 15.46 | 47% |
| Returns for 3 years | 26.62 | 39.92 | 67% |
| Returns for 5 years | 33.23 | 42.28 | 79% |
| Returns for 10 years | 65.63 | 54.21 | 121% |
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