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MVGJX vs RWIBX
MVGJX vs RWIBX Comparison
Open Charts MVGJX vs RWIBX
MFS Low Volatility Global Equity R1
Price$16.93
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets266.9M
American Funds Capital World Gr&Inc R2
Price$65.18
Change-$0.87 (-1.32%)
VolumeN/A
Net Assets128.43B
MVGJX vs RWIBX Comparison Chart
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MVGJX vs. RWIBX commentary
Feb 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 MVGJX is a StrongBuy and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. MVGJX (267M). RWIBX pays higher dividends than MVGJX: RWIBX (1.05) vs MVGJX (0.43). MVGJX was incepted earlier than RWIBX: MVGJX (11 years) vs RWIBX (23 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. MVGJX (25.00). MVGJX has a lower initial minimum investment than RWIBX: MVGJX (0) vs RWIBX (250). RWIBX annual gain was more profitable for investors over the last year : 6.22 vs. MVGJX (4.63). RWIBX return over 5 years is better than : 29.55 vs. MVGJX (18.37).
| MVGJX | RWIBX | MVGJX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 2.918 | 4.205 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 128B | 0% |
| Annual Yield % from dividends | 0.43 | 1.05 | 41% |
| Returns for 1 year | 4.63 | 6.22 | 74% |
| Returns for 3 years | 13.76 | 14.72 | 93% |
| Returns for 5 years | 18.37 | 29.55 | 62% |
| Returns for 10 years | 59.52 | 40.94 | 145% |
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