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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+$0.04 (+0.23%)
VolumeN/A
Net Assets264.63M
American Funds Capital World Gr&Inc R2
Price$62.90
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets122.78B
MVGIX vs RWIBX Comparison Chart
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MVGIX vs. RWIBX commentary
Apr 03, 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: 123B vs. MVGIX (265M). 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 : 5.57 vs. RWIBX (0.05). RWIBX return over 5 years is better than : 64.01 vs. MVGIX (58.42).
| 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 | 4.163 | 0.679 | 613% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 123B | 0% |
| Annual Yield % from dividends | 1.64 | 0.92 | 179% |
| Returns for 1 year | 5.57 | 0.05 | 12,259% |
| Returns for 3 years | 13.40 | 10.51 | 127% |
| Returns for 5 years | 58.42 | 64.01 | 91% |
| Returns for 10 years | 69.51 | 38.23 | 182% |
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