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MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$17.98
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets297.47M
American Funds Capital World Gr&Inc R5
Price$71.58
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
MVGBX vs RWIFX Comparison Chart in %
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MVGBX vs. RWIFX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. MVGBX (297M). RWIFX pays higher dividends than MVGBX: RWIFX (1.72) vs MVGBX (0.88). 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 : 16.76 vs. MVGBX (7.31). RWIFX return over 5 years is better than : 47.88 vs. MVGBX (33.23).
| 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 | 10.191 | 13.689 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 135B | 0% |
| Annual Yield % from dividends | 0.88 | 1.72 | 51% |
| Returns for 1 year | 7.31 | 16.76 | 44% |
| Returns for 3 years | 26.62 | 43.84 | 61% |
| Returns for 5 years | 33.23 | 47.88 | 69% |
| Returns for 10 years | 65.63 | 60.63 | 108% |
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