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MVGIX vs RWIBX
MVGIX vs RWIBX Comparison
Open Charts MVGIX vs RWIBX
MFS Low Volatility Global Equity I
Price$17.71
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets282.78M
American Funds Capital World Gr&Inc R2
Price$65.97
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
MVGIX vs RWIBX Comparison Chart
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MVGIX vs. RWIBX commentary
May 23, 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 Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. MVGIX (283M). MVGIX pays higher dividends than RWIBX: MVGIX (1.61) vs RWIBX (0.91). 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 : 6.93 vs. RWIBX (2.63). RWIBX (50.49) and MVGIX (48.84) have equivalent 5 years return.
| 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 | 7.803 | 5.593 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 128B | 0% |
| Annual Yield % from dividends | 1.61 | 0.91 | 177% |
| Returns for 1 year | 6.93 | 2.63 | 263% |
| Returns for 3 years | 25.45 | 27.80 | 92% |
| Returns for 5 years | 48.84 | 50.49 | 97% |
| Returns for 10 years | 72.13 | 40.26 | 179% |
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