Interact to see
Advertisement
Advertisement
MVGLX vs RWIFX
MVGLX vs RWIFX Comparison
Open Charts MVGLX vs RWIFX
MFS Low Volatility Global Equity R3
Price$18.00
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets286.8M
American Funds Capital World Gr&Inc R5
Price$69.13
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
MVGLX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVGLX vs. RWIFX commentary
Jun 07, 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 Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. MVGLX (287M). RWIFX pays higher dividends than MVGLX: RWIFX (1.80) vs MVGLX (1.34). MVGLX was incepted earlier than RWIFX: MVGLX (12 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 : 7.61 vs. RWIFX (6.69). RWIFX return over 5 years is better than : 47.37 vs. MVGLX (40.75).
| MVGLX | RWIFX | MVGLX / RWIFX | |
| Total Expense Ratio | 1.01 | 0.46 | 220% |
| Annual Report Gross Expense Ratio | 1.07 | 0.46 | 233% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 8.762 | 9.173 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 131B | 0% |
| Annual Yield % from dividends | 1.34 | 1.80 | 75% |
| Returns for 1 year | 7.61 | 6.69 | 114% |
| Returns for 3 years | 25.28 | 29.94 | 84% |
| Returns for 5 years | 40.75 | 47.37 | 86% |
| Returns for 10 years | 84.02 | 54.73 | 154% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement