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MVGBX vs RWIBX
MVGBX vs RWIBX Comparison
Open Charts MVGBX vs RWIBX
MFS Low Volatility Global Equity B
Price$17.75
Change-$0.06 (-0.34%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$66.16
Change-$0.70 (-1.05%)
VolumeN/A
CapitalizationN/A
MVGBX vs RWIBX Comparison Chart
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MVGBX vs. RWIBX commentary
Nov 18, 2024
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 Sell and RWIBX is a Sell.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. MVGBX (272M). RWIBX pays higher dividends than MVGBX: RWIBX (1.05) vs MVGBX (0.39). MVGBX was incepted earlier than RWIBX: MVGBX (11 years) vs RWIBX (22 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. MVGBX (25.00). RWIBX has a lower initial minimum investment than MVGBX: RWIBX (250) vs MVGBX (1000). MVGBX (19.03) and RWIBX (18.20) have marching annual gain over last year. RWIBX return over 5 years is better than : 35.89 vs. MVGBX (28.06).
| MVGBX | RWIBX | MVGBX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 13.603 | 12.357 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 125B | 0% |
| Annual Yield % from dividends | 0.39 | 1.05 | 37% |
| Returns for 1 year | 19.03 | 18.20 | 105% |
| Returns for 3 years | 5.11 | 1.61 | 317% |
| Returns for 5 years | 28.06 | 35.89 | 78% |
| Returns for 10 years | 67.89 | 45.76 | 148% |
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