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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-$0.02 (-0.12%)
VolumeN/A
Net Assets270.93M
American Funds Capital World Gr&Inc R5
Price$62.15
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
MVGIX vs RWIFX Comparison Chart
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MVGIX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 118B vs. MVGIX (271M). 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 : 6.98 vs. RWIFX (-1.15). RWIFX return over 5 years is better than : 48.26 vs. MVGIX (45.24).
| 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 | 4.284 | -3.145 | -136% |
| 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 | 1.93 | 85% |
| Returns for 1 year | 6.98 | -1.15 | -609% |
| Returns for 3 years | 16.66 | 15.61 | 107% |
| Returns for 5 years | 45.24 | 48.26 | 94% |
| Returns for 10 years | 66.09 | 33.30 | 198% |
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