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MVGIX vs RWIBX
MVGIX vs RWIBX Comparison
Open Charts MVGIX vs RWIBX
MFS Low Volatility Global Equity I
Price$16.46
Change-$0.33 (-1.97%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$62.66
Change-$1.77 (-2.75%)
VolumeN/A
CapitalizationN/A
MVGIX vs RWIBX Comparison Chart
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MVGIX vs. RWIBX commentary
Dec 19, 2024
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 MVGIX is a StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 121B vs. MVGIX (269M). MVGIX pays higher dividends than RWIBX: MVGIX (1.33) vs RWIBX (1.05). MVGIX was incepted earlier than RWIBX: MVGIX (11 years) vs RWIBX (23 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. MVGIX (25.00). MVGIX has a lower initial minimum investment than RWIBX: MVGIX (0) vs RWIBX (250). RWIBX annual gain was more profitable for investors over the last year : 11.34 vs. MVGIX (10.18). RWIBX return over 5 years is better than : 29.64 vs. MVGIX (24.06).
| MVGIX | RWIBX | MVGIX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 8.156 | 9.781 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 121B | 0% |
| Annual Yield % from dividends | 1.33 | 1.05 | 127% |
| Returns for 1 year | 10.18 | 11.34 | 90% |
| Returns for 3 years | 10.58 | 8.41 | 126% |
| Returns for 5 years | 24.06 | 29.64 | 81% |
| Returns for 10 years | 70.92 | 44.22 | 160% |