Ad is loading...
MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$17.02
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets270.93M
American Funds Capital World Gr&Inc R5
Price$62.15
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
MVGBX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVGBX vs. RWIFX commentary
Apr 24, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 118B vs. MVGBX (271M). RWIFX pays higher dividends than MVGBX: RWIFX (1.93) vs MVGBX (0.62). MVGBX was incepted earlier than RWIFX: MVGBX (11 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). MVGBX annual gain was more profitable for investors over the last year : 5.92 vs. RWIFX (-1.15). RWIFX return over 5 years is better than : 48.26 vs. MVGBX (39.43).
| MVGBX | RWIFX | MVGBX / RWIFX | |
| Total Expense Ratio | 1.76 | 0.46 | 383% |
| Annual Report Gross Expense Ratio | 1.82 | 0.46 | 396% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.966 | -3.145 | -126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 118B | 0% |
| Annual Yield % from dividends | 0.62 | 1.93 | 32% |
| Returns for 1 year | 5.92 | -1.15 | -516% |
| Returns for 3 years | 14.09 | 15.61 | 90% |
| Returns for 5 years | 39.43 | 48.26 | 82% |
| Returns for 10 years | 54.00 | 33.30 | 162% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers