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MVGBX vs RWIBX
MVGBX vs RWIBX Comparison
Open Charts MVGBX vs RWIBX
MFS Low Volatility Global Equity B
Price$16.37
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets262.61M
American Funds Capital World Gr&Inc R2
Price$63.81
Change+$0.46 (+0.73%)
VolumeN/A
Net Assets126.7B
MVGBX vs RWIBX Comparison Chart
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MVGBX vs. RWIBX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 127B vs. MVGBX (263M). RWIBX pays higher dividends than MVGBX: RWIBX (1.05) vs MVGBX (0.39). MVGBX was incepted earlier than RWIBX: MVGBX (11 years) vs RWIBX (23 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). RWIBX annual gain was more profitable for investors over the last year : 10.02 vs. MVGBX (4.76). RWIBX return over 5 years is better than : 24.76 vs. MVGBX (13.65).
| MVGBX | RWIBX | MVGBX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -0.122 | 2.014 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 127B | 0% |
| Annual Yield % from dividends | 0.39 | 1.05 | 37% |
| Returns for 1 year | 4.76 | 10.02 | 47% |
| Returns for 3 years | 6.77 | 6.90 | 98% |
| Returns for 5 years | 13.65 | 24.76 | 55% |
| Returns for 10 years | 55.69 | 44.15 | 126% |
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