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MVGMX vs RWIBX
MVGMX vs RWIBX Comparison
Open Charts MVGMX vs RWIBX
MFS Low Volatility Global Equity R4
Price$16.43
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets253.46M
American Funds Capital World Gr&Inc R2
Price$58.79
Change-$0.98 (-1.64%)
VolumeN/A
Net Assets116.98B
MVGMX vs RWIBX Comparison Chart
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MVGMX vs. RWIBX commentary
Apr 11, 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 MVGMX is a Hold and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 117B vs. MVGMX (253M). MVGMX pays higher dividends than RWIBX: MVGMX (1.64) vs RWIBX (0.92). MVGMX was incepted earlier than RWIBX: MVGMX (11 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than MVGMX (0.82). MVGMX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). MVGMX has a lower initial minimum investment than RWIBX: MVGMX (0) vs RWIBX (250). MVGMX annual gain was more profitable for investors over the last year : 2.32 vs. RWIBX (-4.83). RWIBX (43.05) and MVGMX (42.27) have equivalent 5 years return.
| MVGMX | RWIBX | MVGMX / RWIBX | |
| Total Expense Ratio | 0.76 | 1.51 | 50% |
| Annual Report Gross Expense Ratio | 0.82 | 1.51 | 54% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -0.205 | -4.331 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 117B | 0% |
| Annual Yield % from dividends | 1.64 | 0.92 | 179% |
| Returns for 1 year | 2.32 | -4.83 | -48% |
| Returns for 3 years | 10.73 | 7.98 | 134% |
| Returns for 5 years | 42.27 | 43.05 | 98% |
| Returns for 10 years | 68.99 | 28.88 | 239% |