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MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$18.25
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets302.06M
American Funds Capital World Gr&Inc R5
Price$73.25
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
MVGBX vs RWIFX Comparison Chart in %
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MVGBX vs. RWIFX commentary
Aug 29, 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 Buy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. MVGBX (302M). RWIFX pays higher dividends than MVGBX: RWIFX (1.72) vs MVGBX (0.88). 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 : 10.96 vs. MVGBX (2.21). RWIFX return over 5 years is better than : 45.83 vs. MVGBX (32.32).
| 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 | 11.969 | 16.342 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 137B | 0% |
| Annual Yield % from dividends | 0.88 | 1.72 | 51% |
| Returns for 1 year | 2.21 | 10.96 | 20% |
| Returns for 3 years | 31.11 | 50.71 | 61% |
| Returns for 5 years | 32.32 | 45.83 | 71% |
| Returns for 10 years | 80.58 | 76.64 | 105% |
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