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MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$16.87
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets266.9M
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
MVGBX vs RWIFX Comparison Chart
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MVGBX vs. RWIFX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. MVGBX (267M). 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 : 7.41 vs. MVGBX (4.57). RWIFX return over 5 years is better than : 33.89 vs. MVGBX (17.67).
| 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 | 2.929 | 4.358 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 128B | 0% |
| Annual Yield % from dividends | 0.39 | 1.94 | 20% |
| Returns for 1 year | 4.57 | 7.41 | 62% |
| Returns for 3 years | 13.17 | 17.26 | 76% |
| Returns for 5 years | 17.67 | 33.89 | 52% |
| Returns for 10 years | 55.26 | 46.04 | 120% |
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