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MVGCX vs RWIFX
MVGCX vs RWIFX Comparison
Open Charts MVGCX vs RWIFX
MFS Low Volatility Global Equity C
Price$17.71
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets292.51M
American Funds Capital World Gr&Inc R5
Price$71.41
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
MVGCX vs RWIFX Comparison Chart in %
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MVGCX vs. RWIFX commentary
Jul 17, 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: 135B vs. MVGCX (293M). RWIFX pays higher dividends than MVGCX: RWIFX (1.72) vs MVGCX (0.92). MVGCX was incepted earlier than RWIFX: MVGCX (12 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). RWIFX annual gain was more profitable for investors over the last year : 7.22 vs. MVGCX (3.02). RWIFX return over 5 years is better than : 50.19 vs. MVGCX (33.55).
| MVGCX | RWIFX | MVGCX / 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 | 8.414 | 13.419 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 135B | 0% |
| Annual Yield % from dividends | 0.92 | 1.72 | 53% |
| Returns for 1 year | 3.02 | 7.22 | 42% |
| Returns for 3 years | 28.91 | 53.08 | 54% |
| Returns for 5 years | 33.55 | 50.19 | 67% |
| Returns for 10 years | 64.36 | 59.38 | 108% |
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