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MVGBX vs RWIEX
MVGBX vs RWIEX Comparison
Open Charts MVGBX vs RWIEX
MFS Low Volatility Global Equity B
Price$17.39
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets279.02M
American Funds Capital World Gr&Inc R4
Price$64.95
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
MVGBX vs RWIEX Comparison Chart
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MVGBX vs. RWIEX commentary
May 11, 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. MVGBX (279M). RWIEX pays higher dividends than MVGBX: RWIEX (1.61) vs MVGBX (0.61). MVGBX was incepted earlier than RWIEX: MVGBX (11 years) vs RWIEX (23 years). MVGBX (1.82) is less costly to investors than RWIEX (0.76). MVGBX is a more actively managed with annual turnover of: 32.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than MVGBX: RWIEX (250) vs MVGBX (1000). MVGBX annual gain was more profitable for investors over the last year : 6.00 vs. RWIEX (2.20). RWIEX return over 5 years is better than : 50.99 vs. MVGBX (40.38).
| MVGBX | RWIEX | MVGBX / RWIEX | |
| Total Expense Ratio | 1.76 | 0.76 | 232% |
| Annual Report Gross Expense Ratio | 1.82 | 0.76 | 239% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 6.101 | 2.832 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 125B | 0% |
| Annual Yield % from dividends | 0.61 | 1.61 | 37% |
| Returns for 1 year | 6.00 | 2.20 | 273% |
| Returns for 3 years | 22.60 | 30.44 | 74% |
| Returns for 5 years | 40.38 | 50.99 | 79% |
| Returns for 10 years | 59.63 | 41.81 | 143% |
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