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MVGIX vs RWIFX
MVGIX vs RWIFX Comparison
Open Charts MVGIX vs RWIFX
MFS Low Volatility Global Equity I
Price$16.51
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets262.61M
American Funds Capital World Gr&Inc R5
Price$64.88
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
MVGIX vs RWIFX Comparison Chart
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MVGIX vs. RWIFX commentary
Jan 19, 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: 127B vs. MVGIX (263M). 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 : 11.29 vs. MVGIX (5.88). RWIFX return over 5 years is better than : 28.93 vs. MVGIX (18.38).
| 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 | -0.061 | 2.077 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 127B | 0% |
| Annual Yield % from dividends | 1.33 | 1.94 | 69% |
| Returns for 1 year | 5.88 | 11.29 | 52% |
| Returns for 3 years | 8.94 | 9.29 | 96% |
| Returns for 5 years | 18.38 | 28.93 | 64% |
| Returns for 10 years | 67.76 | 49.38 | 137% |
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