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MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$16.37
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets262.61M
American Funds Capital World Gr&Inc R5
Price$64.88
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
MVGBX vs RWIFX Comparison Chart
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MVGBX vs. RWIFX commentary
Jan 19, 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: 127B vs. MVGBX (263M). 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 : 11.29 vs. MVGBX (4.76). RWIFX return over 5 years is better than : 28.93 vs. MVGBX (13.65).
| 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 | -0.122 | 2.077 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 127B | 0% |
| Annual Yield % from dividends | 0.39 | 1.94 | 20% |
| Returns for 1 year | 4.76 | 11.29 | 42% |
| Returns for 3 years | 6.77 | 9.29 | 73% |
| Returns for 5 years | 13.65 | 28.93 | 47% |
| Returns for 10 years | 55.69 | 49.38 | 113% |
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