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MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$18.58
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets298.56M
American Funds Capital World Gr&Inc R5
Price$76.14
Change+$0.35 (+0.46%)
VolumeN/A
Net Assets142.48B
MVGBX vs RWIFX Comparison Chart in %
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MVGBX vs. RWIFX commentary
Oct 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. MVGBX (299M). RWIFX pays higher dividends than MVGBX: RWIFX (1.64) vs MVGBX (0.84). 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 : 13.43 vs. MVGBX (4.70). RWIFX return over 5 years is better than : 57.98 vs. MVGBX (37.79).
| 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 | 13.983 | 21.334 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 142B | 0% |
| Annual Yield % from dividends | 0.84 | 1.64 | 51% |
| Returns for 1 year | 4.70 | 13.43 | 35% |
| Returns for 3 years | 39.38 | 65.42 | 60% |
| Returns for 5 years | 37.79 | 57.98 | 65% |
| Returns for 10 years | 84.34 | 85.26 | 99% |
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