Ad is loading...
MVGCX vs RWIFX
MVGCX vs RWIFX Comparison
Open Charts MVGCX vs RWIFX
MFS Low Volatility Global Equity C
Price$16.53
Change+$0.29 (+1.79%)
VolumeN/A
Net Assets253.02M
American Funds Capital World Gr&Inc R5
Price$60.87
Change+$1.11 (+1.86%)
VolumeN/A
Net Assets115.05B
MVGCX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVGCX vs. RWIFX commentary
Apr 12, 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 Hold and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 115B vs. MVGCX (253M). RWIFX pays higher dividends than MVGCX: RWIFX (1.93) vs MVGCX (0.70). 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 : 1.22 vs. RWIFX (-3.88). RWIFX return over 5 years is better than : 48.63 vs. MVGCX (34.26).
| 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 | -0.596 | -3.872 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 115B | 0% |
| Annual Yield % from dividends | 0.70 | 1.93 | 36% |
| Returns for 1 year | 1.22 | -3.88 | -31% |
| Returns for 3 years | 7.32 | 11.42 | 64% |
| Returns for 5 years | 34.26 | 48.63 | 70% |
| Returns for 10 years | 48.61 | 34.05 | 143% |
View a ticker or compare two or three
VS
VS
Ad is loading...