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MVGLX vs RWIFX
MVGLX vs RWIFX Comparison
Open Charts MVGLX vs RWIFX
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 R5
Price$60.87
Change+$1.11 (+1.86%)
VolumeN/A
Net Assets115.05B
MVGLX vs RWIFX Comparison Chart
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MVGLX vs. RWIFX 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 115B vs. MVGLX (253M). RWIFX pays higher dividends than MVGLX: RWIFX (1.93) vs MVGLX (1.40). MVGLX was incepted earlier than RWIFX: MVGLX (11 years) vs RWIFX (23 years). MVGLX (1.07) is less costly to investors than RWIFX (0.46). MVGLX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). MVGLX has a lower initial minimum investment than RWIFX: MVGLX (0) vs RWIFX (250). MVGLX annual gain was more profitable for investors over the last year : 2.00 vs. RWIFX (-3.88). RWIFX return over 5 years is better than : 48.63 vs. MVGLX (40.28).
| MVGLX | RWIFX | MVGLX / RWIFX | |
| Total Expense Ratio | 1.01 | 0.46 | 220% |
| Annual Report Gross Expense Ratio | 1.07 | 0.46 | 233% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -0.437 | -3.872 | 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 | 1.93 | 73% |
| Returns for 1 year | 2.00 | -3.88 | -52% |
| Returns for 3 years | 10.39 | 11.42 | 91% |
| Returns for 5 years | 40.28 | 48.63 | 83% |
| Returns for 10 years | 64.25 | 34.05 | 189% |
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