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MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$18.27
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets288.12M
American Funds Capital World Gr&Inc R5
Price$74.84
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
MVGBX vs RWIFX Comparison Chart in %
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MVGBX vs. RWIFX commentary
Nov 20, 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 139B vs. MVGBX (288M). RWIFX pays higher dividends than MVGBX: RWIFX (1.60) vs MVGBX (0.85). MVGBX was incepted earlier than RWIFX: MVGBX (12 years) vs RWIFX (24 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 : 12.54 vs. MVGBX (3.18). RWIFX return over 5 years is better than : 43.47 vs. MVGBX (30.38).
| 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 | 24 years | - |
| Gain YTD | 12.081 | 19.262 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 139B | 0% |
| Annual Yield % from dividends | 0.85 | 1.60 | 53% |
| Returns for 1 year | 3.18 | 12.54 | 25% |
| Returns for 3 years | 29.87 | 52.05 | 57% |
| Returns for 5 years | 30.38 | 43.47 | 70% |
| Returns for 10 years | 75.83 | 76.17 | 100% |
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