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MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$17.84
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets293.99M
American Funds Capital World Gr&Inc R5
Price$71.70
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
MVGBX vs RWIFX Comparison Chart in %
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MVGBX vs. RWIFX commentary
Jul 18, 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: 135B vs. MVGBX (294M). RWIFX pays higher dividends than MVGBX: RWIFX (1.72) vs MVGBX (0.87). 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 : 9.28 vs. MVGBX (3.25). RWIFX return over 5 years is better than : 50.80 vs. MVGBX (34.27).
| 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 | 8.964 | 13.880 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 135B | 0% |
| Annual Yield % from dividends | 0.87 | 1.72 | 50% |
| Returns for 1 year | 3.25 | 9.28 | 35% |
| Returns for 3 years | 30.17 | 53.80 | 56% |
| Returns for 5 years | 34.27 | 50.80 | 67% |
| Returns for 10 years | 64.80 | 60.23 | 108% |