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MVGCX vs RWIFX
MVGCX vs RWIFX Comparison
Open Charts MVGCX vs RWIFX
MFS Low Volatility Global Equity C
Price$17.32
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets280.12M
American Funds Capital World Gr&Inc R5
Price$65.07
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
MVGCX vs RWIFX Comparison Chart
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MVGCX vs. RWIFX commentary
May 09, 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 MVGCX is a StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 124B vs. MVGCX (280M). RWIFX pays higher dividends than MVGCX: RWIFX (1.91) vs MVGCX (0.68). MVGCX was incepted earlier than RWIFX: MVGCX (11 years) vs RWIFX (23 years). MVGCX (1.82) is less costly to investors than RWIFX (0.46). MVGCX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than MVGCX: RWIFX (250) vs MVGCX (1000). MVGCX annual gain was more profitable for investors over the last year : 6.92 vs. RWIFX (2.59). RWIFX return over 5 years is better than : 52.29 vs. MVGCX (40.98).
| MVGCX | RWIFX | MVGCX / 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 | 6.565 | 2.761 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 124B | 0% |
| Annual Yield % from dividends | 0.68 | 1.91 | 36% |
| Returns for 1 year | 6.92 | 2.59 | 267% |
| Returns for 3 years | 23.00 | 31.72 | 72% |
| Returns for 5 years | 40.98 | 52.29 | 78% |
| Returns for 10 years | 60.15 | 42.48 | 142% |