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MVGBX vs RWIBX
MVGBX vs RWIBX Comparison
Open Charts MVGBX vs RWIBX
MFS Low Volatility Global Equity B
Price$17.03
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets264.63M
American Funds Capital World Gr&Inc R2
Price$62.90
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets122.78B
MVGBX vs RWIBX Comparison Chart
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MVGBX vs. RWIBX commentary
Apr 03, 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: 123B vs. MVGBX (265M). 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 : 4.50 vs. RWIBX (0.05). RWIBX return over 5 years is better than : 64.01 vs. MVGBX (52.13).
| 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 | 3.905 | 0.679 | 575% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 123B | 0% |
| Annual Yield % from dividends | 0.62 | 0.92 | 67% |
| Returns for 1 year | 4.50 | 0.05 | 9,906% |
| Returns for 3 years | 10.86 | 10.51 | 103% |
| Returns for 5 years | 52.13 | 64.01 | 81% |
| Returns for 10 years | 57.14 | 38.23 | 149% |
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