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MVGIX vs RWIFX
MVGIX vs RWIFX Comparison
Open Charts MVGIX vs RWIFX
MFS Low Volatility Global Equity I
Price$18.56
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets304.09M
American Funds Capital World Gr&Inc R5
Price$73.30
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
MVGIX vs RWIFX Comparison Chart in %
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MVGIX vs. RWIFX commentary
Sep 08, 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. MVGIX (304M). MVGIX pays higher dividends than RWIFX: MVGIX (1.78) vs RWIFX (1.69). MVGIX was incepted earlier than RWIFX: MVGIX (12 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). RWIFX annual gain was more profitable for investors over the last year : 13.51 vs. MVGIX (4.03). RWIFX return over 5 years is better than : 48.74 vs. MVGIX (41.21).
| MVGIX | RWIFX | MVGIX / RWIFX | |
| Total Expense Ratio | 0.76 | 0.46 | 165% |
| Annual Report Gross Expense Ratio | 0.82 | 0.46 | 178% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 13.454 | 16.421 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 137B | 0% |
| Annual Yield % from dividends | 1.78 | 1.69 | 106% |
| Returns for 1 year | 4.03 | 13.51 | 30% |
| Returns for 3 years | 38.45 | 55.27 | 70% |
| Returns for 5 years | 41.21 | 48.74 | 85% |
| Returns for 10 years | 98.49 | 77.64 | 127% |