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MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$16.34
Change-$0.33 (-1.98%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$63.66
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
MVGBX vs RWIFX Comparison Chart
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MVGBX vs. RWIFX commentary
Dec 19, 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 StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 121B vs. MVGBX (269M). RWIFX pays higher dividends than MVGBX: RWIFX (1.94) vs MVGBX (0.39). MVGBX was incepted earlier than RWIFX: MVGBX (11 years) vs RWIFX (23 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 : 12.33 vs. MVGBX (9.04). RWIFX return over 5 years is better than : 33.65 vs. MVGBX (19.03).
| MVGBX | RWIFX | MVGBX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 7.089 | 10.727 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 121B | 0% |
| Annual Yield % from dividends | 0.39 | 1.94 | 20% |
| Returns for 1 year | 9.04 | 12.33 | 73% |
| Returns for 3 years | 8.38 | 10.56 | 79% |
| Returns for 5 years | 19.03 | 33.65 | 57% |
| Returns for 10 years | 58.69 | 49.13 | 119% |