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MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$17.75
Change-$0.06 (-0.34%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
MVGBX vs RWIFX Comparison Chart
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MVGBX vs. RWIFX commentary
Nov 18, 2024
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 Sell and RWIFX is a Sell.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. MVGBX (272M). 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 (19.46) and MVGBX (19.03) have marching annual gain over last year. RWIFX return over 5 years is better than : 39.97 vs. MVGBX (28.06).
| 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 | 13.603 | 13.399 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 125B | 0% |
| Annual Yield % from dividends | 0.39 | 1.94 | 20% |
| Returns for 1 year | 19.03 | 19.46 | 98% |
| Returns for 3 years | 5.11 | 3.86 | 133% |
| Returns for 5 years | 28.06 | 39.97 | 70% |
| Returns for 10 years | 67.89 | 50.91 | 133% |
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