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MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$18.20
Change-$0.02 (-0.11%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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MVGBX vs RWIFX Comparison Chart
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MVGBX vs. RWIFX commentary
Sep 21, 2024
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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. MVGBX (279M). RWIFX pays higher dividends than MVGBX: RWIFX (1.94) vs MVGBX (0.39). MVGBX was incepted earlier than RWIFX: MVGBX (11 years) vs RWIFX (22 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. MVGBX (25.00). RWIFX has a lower initial minimum investment than MVGBX: RWIFX (250) vs MVGBX (1000). RWIFX annual gain was more profitable for investors over the last year : 25.07 vs. MVGBX (23.31). RWIFX return over 5 years is better than : 46.97 vs. MVGBX (33.55).
| MVGBX | RWIFX | MVGBX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 16.428 | 14.428 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 128B | 0% |
| Annual Yield % from dividends | 0.39 | 1.94 | 20% |
| Returns for 1 year | 23.31 | 25.07 | 93% |
| Returns for 3 years | 11.06 | 9.73 | 114% |
| Returns for 5 years | 33.55 | 46.97 | 71% |
| Returns for 10 years | 78.67 | 54.30 | 145% |
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