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MVGIX vs RWIFX
MVGIX vs RWIFX Comparison
Open Charts MVGIX vs RWIFX
MFS Low Volatility Global Equity I
Price$17.71
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets282.78M
American Funds Capital World Gr&Inc R5
Price$67.14
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets128.47B
MVGIX vs RWIFX Comparison Chart
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MVGIX vs. RWIFX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. MVGIX (283M). RWIFX pays higher dividends than MVGIX: RWIFX (1.91) vs MVGIX (1.61). 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 : 6.93 vs. RWIFX (3.79). RWIFX return over 5 years is better than : 56.08 vs. MVGIX (48.84).
| 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 | 7.803 | 6.030 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 128B | 0% |
| Annual Yield % from dividends | 1.61 | 1.91 | 84% |
| Returns for 1 year | 6.93 | 3.79 | 183% |
| Returns for 3 years | 25.45 | 31.00 | 82% |
| Returns for 5 years | 48.84 | 56.08 | 87% |
| Returns for 10 years | 72.13 | 45.78 | 158% |
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