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MVGKX vs RWIBX
MVGKX vs RWIBX Comparison
Open Charts MVGKX vs RWIBX
MFS Low Volatility Global Equity R2
Price$16.73
Change+$0.29 (+1.76%)
VolumeN/A
Net Assets253.02M
American Funds Capital World Gr&Inc R2
Price$59.88
Change+$1.09 (+1.85%)
VolumeN/A
Net Assets115.05B
MVGKX vs RWIBX Comparison Chart
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MVGKX vs. RWIBX commentary
Apr 12, 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 MVGKX is a Hold and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 115B vs. MVGKX (253M). MVGKX pays higher dividends than RWIBX: MVGKX (1.16) vs RWIBX (0.92). MVGKX was incepted earlier than RWIBX: MVGKX (11 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than MVGKX (1.32). MVGKX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). MVGKX has a lower initial minimum investment than RWIBX: MVGKX (0) vs RWIBX (250). MVGKX annual gain was more profitable for investors over the last year : 1.81 vs. RWIBX (-4.97). RWIBX return over 5 years is better than : 43.31 vs. MVGKX (38.56).
| MVGKX | RWIBX | MVGKX / RWIBX | |
| Total Expense Ratio | 1.26 | 1.51 | 83% |
| Annual Report Gross Expense Ratio | 1.32 | 1.51 | 87% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -0.488 | -4.155 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 115B | 0% |
| Annual Yield % from dividends | 1.16 | 0.92 | 126% |
| Returns for 1 year | 1.81 | -4.97 | -37% |
| Returns for 3 years | 9.59 | 8.70 | 110% |
| Returns for 5 years | 38.56 | 43.31 | 89% |
| Returns for 10 years | 60.16 | 29.01 | 207% |
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