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MVGBX vs RWIBX
MVGBX vs RWIBX Comparison
Open Charts MVGBX vs RWIBX
MFS Low Volatility Global Equity B
Price$18.01
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets293.02M
American Funds Capital World Gr&Inc R2
Price$70.00
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets134.69B
MVGBX vs RWIBX Comparison Chart in %
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MVGBX vs. RWIBX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 135B vs. MVGBX (293M). MVGBX pays higher dividends than RWIBX: MVGBX (0.87) vs RWIBX (0.82). 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). RWIBX annual gain was more profitable for investors over the last year : 9.05 vs. MVGBX (8.30). RWIBX return over 5 years is better than : 47.79 vs. MVGBX (39.42).
| 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 | 9.884 | 12.405 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 135B | 0% |
| Annual Yield % from dividends | 0.87 | 0.82 | 106% |
| Returns for 1 year | 8.30 | 9.05 | 92% |
| Returns for 3 years | 29.68 | 46.29 | 64% |
| Returns for 5 years | 39.42 | 47.79 | 82% |
| Returns for 10 years | 68.40 | 55.49 | 123% |
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