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MVGBX vs RWIBX
MVGBX vs RWIBX Comparison
Open Charts MVGBX vs RWIBX
MFS Low Volatility Global Equity B
Price$17.02
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets270.93M
American Funds Capital World Gr&Inc R2
Price$61.12
Change+$0.81 (+1.34%)
VolumeN/A
Net Assets117.94B
MVGBX vs RWIBX Comparison Chart
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MVGBX vs. RWIBX commentary
Apr 24, 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 StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 118B vs. MVGBX (271M). RWIBX pays higher dividends than MVGBX: RWIBX (0.92) vs MVGBX (0.62). MVGBX was incepted earlier than RWIBX: MVGBX (11 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). MVGBX annual gain was more profitable for investors over the last year : 5.92 vs. RWIBX (-2.26). RWIBX return over 5 years is better than : 42.95 vs. MVGBX (39.43).
| MVGBX | RWIBX | MVGBX / RWIBX | |
| Total Expense Ratio | 1.76 | 1.51 | 117% |
| Annual Report Gross Expense Ratio | 1.82 | 1.51 | 121% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.966 | -3.466 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 118B | 0% |
| Annual Yield % from dividends | 0.62 | 0.92 | 67% |
| Returns for 1 year | 5.92 | -2.26 | -262% |
| Returns for 3 years | 14.09 | 12.76 | 110% |
| Returns for 5 years | 39.43 | 42.95 | 92% |
| Returns for 10 years | 54.00 | 28.25 | 191% |
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