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MVGJX vs RWIBX
MVGJX vs RWIBX Comparison
Open Charts MVGJX vs RWIBX
MFS Low Volatility Global Equity R1
Price$17.08
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets270.93M
American Funds Capital World Gr&Inc R2
Price$61.12
Change+$0.81 (+1.34%)
VolumeN/A
Net Assets117.94B
MVGJX vs RWIBX Comparison Chart
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MVGJX vs. RWIBX 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 MVGJX is a StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 118B vs. MVGJX (271M). RWIBX pays higher dividends than MVGJX: RWIBX (0.92) vs MVGJX (0.68). MVGJX was incepted earlier than RWIBX: MVGJX (11 years) vs RWIBX (23 years). MVGJX (1.82) is less costly to investors than RWIBX (1.51). MVGJX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). MVGJX has a lower initial minimum investment than RWIBX: MVGJX (0) vs RWIBX (250). MVGJX annual gain was more profitable for investors over the last year : 5.91 vs. RWIBX (-2.26). RWIBX return over 5 years is better than : 42.95 vs. MVGJX (40.26).
| MVGJX | RWIBX | MVGJX / RWIBX | |
| Total Expense Ratio | 1.76 | 1.51 | 117% |
| Annual Report Gross Expense Ratio | 1.82 | 1.51 | 121% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.951 | -3.466 | -114% |
| 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 | 0.68 | 0.92 | 75% |
| Returns for 1 year | 5.91 | -2.26 | -262% |
| Returns for 3 years | 14.67 | 12.76 | 115% |
| Returns for 5 years | 40.26 | 42.95 | 94% |
| Returns for 10 years | 57.81 | 28.25 | 205% |