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MVGIX vs RWIFX
MVGIX vs RWIFX Comparison
Open Charts MVGIX vs RWIFX
MFS Low Volatility Global Equity I
Price$16.46
Change-$0.33 (-1.97%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$63.66
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
MVGIX vs RWIFX Comparison Chart
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MVGIX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 121B vs. MVGIX (269M). RWIFX pays higher dividends than MVGIX: RWIFX (1.94) vs MVGIX (1.33). MVGIX was incepted earlier than RWIFX: MVGIX (11 years) vs RWIFX (23 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. MVGIX (25.00). MVGIX has a lower initial minimum investment than RWIFX: MVGIX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 12.33 vs. MVGIX (10.18). RWIFX return over 5 years is better than : 33.65 vs. MVGIX (24.06).
| MVGIX | RWIFX | MVGIX / RWIFX | |
| 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 | 10.727 | 76% |
| 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 | 1.94 | 69% |
| Returns for 1 year | 10.18 | 12.33 | 83% |
| Returns for 3 years | 10.58 | 10.56 | 100% |
| Returns for 5 years | 24.06 | 33.65 | 72% |
| Returns for 10 years | 70.92 | 49.13 | 144% |