Interact to see
Advertisement
Advertisement
MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$18.52
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets286.56M
American Funds Capital World Gr&Inc R5
Price$76.26
Change+$0.80 (+1.06%)
VolumeN/A
Net Assets140.77B
MVGBX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVGBX vs. RWIFX commentary
Oct 21, 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. MVGBX (287M). RWIFX pays higher dividends than MVGBX: RWIFX (1.64) vs MVGBX (0.84). MVGBX was incepted earlier than RWIFX: MVGBX (12 years) vs RWIFX (23 years). MVGBX (1.82) is less costly to investors than RWIFX (0.46). MVGBX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). 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 : 11.13 vs. MVGBX (1.97). RWIFX return over 5 years is better than : 52.48 vs. MVGBX (33.74).
| MVGBX | RWIFX | MVGBX / RWIFX | |
| Total Expense Ratio | 1.76 | 0.46 | 383% |
| Annual Report Gross Expense Ratio | 1.82 | 0.46 | 396% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 13.124 | 20.250 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 141B | 0% |
| Annual Yield % from dividends | 0.84 | 1.64 | 51% |
| Returns for 1 year | 1.97 | 11.13 | 18% |
| Returns for 3 years | 41.35 | 68.41 | 60% |
| Returns for 5 years | 33.74 | 52.48 | 64% |
| Returns for 10 years | 78.11 | 79.35 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers