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MVGLX vs RWIBX
MVGLX vs RWIBX Comparison
Open Charts MVGLX vs RWIBX
MFS Low Volatility Global Equity R3
Price$16.75
Change+$0.30 (+1.82%)
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
MVGLX vs RWIBX Comparison Chart
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MVGLX 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 MVGLX is a Hold and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 115B vs. MVGLX (253M). MVGLX pays higher dividends than RWIBX: MVGLX (1.40) vs RWIBX (0.92). MVGLX was incepted earlier than RWIBX: MVGLX (11 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than MVGLX (1.07). MVGLX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). MVGLX has a lower initial minimum investment than RWIBX: MVGLX (0) vs RWIBX (250). MVGLX annual gain was more profitable for investors over the last year : 2.00 vs. RWIBX (-4.97). RWIBX return over 5 years is better than : 43.31 vs. MVGLX (40.28).
| MVGLX | RWIBX | MVGLX / RWIBX | |
| Total Expense Ratio | 1.01 | 1.51 | 67% |
| Annual Report Gross Expense Ratio | 1.07 | 1.51 | 71% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -0.437 | -4.155 | 11% |
| 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 | 1.40 | 0.92 | 153% |
| Returns for 1 year | 2.00 | -4.97 | -40% |
| Returns for 3 years | 10.39 | 8.70 | 119% |
| Returns for 5 years | 40.28 | 43.31 | 93% |
| Returns for 10 years | 64.25 | 29.01 | 221% |
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