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MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$17.03
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets264.63M
American Funds Capital World Gr&Inc R5
Price$63.92
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets122.78B
MVGBX vs RWIFX Comparison Chart
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MVGBX vs. RWIFX commentary
Apr 03, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. MVGBX (265M). RWIFX pays higher dividends than MVGBX: RWIFX (1.93) vs MVGBX (0.62). MVGBX was incepted earlier than RWIFX: MVGBX (11 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). MVGBX annual gain was more profitable for investors over the last year : 4.50 vs. RWIFX (1.17). RWIFX return over 5 years is better than : 70.05 vs. MVGBX (52.13).
| MVGBX | RWIFX | MVGBX / RWIFX | |
| Total Expense Ratio | 1.76 | 0.46 | 383% |
| Annual Report Gross Expense Ratio | 1.82 | 0.46 | 396% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.905 | 0.945 | 413% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 123B | 0% |
| Annual Yield % from dividends | 0.62 | 1.93 | 32% |
| Returns for 1 year | 4.50 | 1.17 | 384% |
| Returns for 3 years | 10.86 | 13.29 | 82% |
| Returns for 5 years | 52.13 | 70.05 | 74% |
| Returns for 10 years | 57.14 | 43.64 | 131% |
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