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MVGLX vs RWIFX
MVGLX vs RWIFX Comparison
Open Charts MVGLX vs RWIFX
MFS Low Volatility Global Equity R3
Price$17.19
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets267.28M
American Funds Capital World Gr&Inc R5
Price$65.53
Change-$0.33 (-0.50%)
VolumeN/A
Net Assets127.38B
MVGLX vs RWIFX Comparison Chart
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MVGLX vs. RWIFX commentary
Mar 04, 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 127B vs. MVGLX (267M). RWIFX pays higher dividends than MVGLX: RWIFX (1.94) vs MVGLX (1.10). MVGLX was incepted earlier than RWIFX: MVGLX (11 years) vs RWIFX (23 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. MVGLX (25.00). 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 : 6.09 vs. RWIFX (5.05). RWIFX return over 5 years is better than : 39.31 vs. MVGLX (29.24).
| MVGLX | RWIFX | MVGLX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.867 | 3.099 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 127B | 0% |
| Annual Yield % from dividends | 1.10 | 1.94 | 57% |
| Returns for 1 year | 6.09 | 5.05 | 121% |
| Returns for 3 years | 18.00 | 20.70 | 87% |
| Returns for 5 years | 29.24 | 39.31 | 74% |
| Returns for 10 years | 76.17 | 47.17 | 161% |