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MVGIX vs RWIFX
MVGIX vs RWIFX Comparison
Open Charts MVGIX vs RWIFX
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 R5
Price$63.92
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets122.78B
MVGIX vs RWIFX Comparison Chart
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MVGIX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. MVGIX (265M). RWIFX pays higher dividends than MVGIX: RWIFX (1.93) vs MVGIX (1.64). MVGIX was incepted earlier than RWIFX: MVGIX (11 years) vs RWIFX (23 years). MVGIX (0.82) is less costly to investors than RWIFX (0.46). MVGIX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). MVGIX has a lower initial minimum investment than RWIFX: MVGIX (0) vs RWIFX (250). MVGIX annual gain was more profitable for investors over the last year : 5.57 vs. RWIFX (1.17). RWIFX return over 5 years is better than : 70.05 vs. MVGIX (58.42).
| MVGIX | RWIFX | MVGIX / RWIFX | |
| Total Expense Ratio | 0.76 | 0.46 | 165% |
| Annual Report Gross Expense Ratio | 0.82 | 0.46 | 178% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 4.163 | 0.945 | 441% |
| 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 | 1.93 | 85% |
| Returns for 1 year | 5.57 | 1.17 | 475% |
| Returns for 3 years | 13.40 | 13.29 | 101% |
| Returns for 5 years | 58.42 | 70.05 | 83% |
| Returns for 10 years | 69.51 | 43.64 | 159% |
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