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MVGBX vs RWIBX
MVGBX vs RWIBX Comparison
Open Charts MVGBX vs RWIBX
MFS Low Volatility Global Equity B
Price$17.80
Change-$0.16 (-0.89%)
VolumeN/A
Net Assets290.26M
American Funds Capital World Gr&Inc R2
Price$67.65
Change-$0.73 (-1.07%)
VolumeN/A
Net Assets131.04B
MVGBX vs RWIBX Comparison Chart
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MVGBX vs. RWIBX commentary
Jun 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. MVGBX (290M). RWIBX pays higher dividends than MVGBX: RWIBX (0.86) vs MVGBX (0.59). 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). MVGBX annual gain was more profitable for investors over the last year : 7.71 vs. RWIBX (5.45). RWIBX return over 5 years is better than : 47.82 vs. MVGBX (39.40).
| 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 | 8.603 | 8.647 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 131B | 0% |
| Annual Yield % from dividends | 0.59 | 0.86 | 69% |
| Returns for 1 year | 7.71 | 5.45 | 142% |
| Returns for 3 years | 31.63 | 41.17 | 77% |
| Returns for 5 years | 39.40 | 47.82 | 82% |
| Returns for 10 years | 66.14 | 47.79 | 138% |
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