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MVGIX vs RWIBX
MVGIX vs RWIBX Comparison
Open Charts MVGIX vs RWIBX
MFS Low Volatility Global Equity I
Price$17.17
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets270.93M
American Funds Capital World Gr&Inc R2
Price$61.12
Change+$0.81 (+1.34%)
VolumeN/A
Net Assets117.94B
MVGIX vs RWIBX Comparison Chart
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MVGIX vs. RWIBX commentary
Apr 24, 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 MVGIX is a StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 118B vs. MVGIX (271M). MVGIX pays higher dividends than RWIBX: MVGIX (1.64) vs RWIBX (0.92). MVGIX was incepted earlier than RWIBX: MVGIX (11 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than MVGIX (0.82). MVGIX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). MVGIX has a lower initial minimum investment than RWIBX: MVGIX (0) vs RWIBX (250). MVGIX annual gain was more profitable for investors over the last year : 6.98 vs. RWIBX (-2.26). MVGIX return over 5 years is better than : 45.24 vs. RWIBX (42.95).
| MVGIX | RWIBX | MVGIX / RWIBX | |
| Total Expense Ratio | 0.76 | 1.51 | 50% |
| Annual Report Gross Expense Ratio | 0.82 | 1.51 | 54% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 4.284 | -3.466 | -124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 118B | 0% |
| Annual Yield % from dividends | 1.64 | 0.92 | 179% |
| Returns for 1 year | 6.98 | -2.26 | -310% |
| Returns for 3 years | 16.66 | 12.76 | 131% |
| Returns for 5 years | 45.24 | 42.95 | 105% |
| Returns for 10 years | 66.09 | 28.25 | 234% |
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