Ad is loading...
MVGCX vs RWIFX
MVGCX vs RWIFX Comparison
Open Charts MVGCX vs RWIFX
MFS Low Volatility Global Equity C
Price$16.93
Change-$0.13 (-0.76%)
VolumeN/A
Net Assets266.77M
American Funds Capital World Gr&Inc R5
Price$63.70
Change-$1.81 (-2.76%)
VolumeN/A
Net Assets126.53B
MVGCX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVGCX vs. RWIFX commentary
Mar 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 127B vs. MVGCX (267M). RWIFX pays higher dividends than MVGCX: RWIFX (1.86) vs MVGCX (0.71). 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 : 5.30 vs. RWIFX (3.63). RWIFX return over 5 years is better than : 45.38 vs. MVGCX (28.42).
| 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 | 4.406 | 3.068 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 127B | 0% |
| Annual Yield % from dividends | 0.71 | 1.86 | 38% |
| Returns for 1 year | 5.30 | 3.63 | 146% |
| Returns for 3 years | 19.43 | 25.06 | 78% |
| Returns for 5 years | 28.42 | 45.38 | 63% |
| Returns for 10 years | 62.27 | 49.47 | 126% |
View a ticker or compare two or three
VS
VS
Ad is loading...