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MVGMX vs RWIFX
MVGMX vs RWIFX Comparison
Open Charts MVGMX vs RWIFX
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 R5
Price$59.76
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
MVGMX vs RWIFX Comparison Chart
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MVGMX vs. RWIFX 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 117B vs. MVGMX (253M). RWIFX pays higher dividends than MVGMX: RWIFX (1.93) vs MVGMX (1.64). MVGMX was incepted earlier than RWIFX: MVGMX (11 years) vs RWIFX (23 years). MVGMX (0.82) is less costly to investors than RWIFX (0.46). MVGMX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). MVGMX has a lower initial minimum investment than RWIFX: MVGMX (0) vs RWIFX (250). MVGMX annual gain was more profitable for investors over the last year : 2.32 vs. RWIFX (-3.76). RWIFX return over 5 years is better than : 48.33 vs. MVGMX (42.27).
| MVGMX | RWIFX | MVGMX / RWIFX | |
| Total Expense Ratio | 0.76 | 0.46 | 165% |
| Annual Report Gross Expense Ratio | 0.82 | 0.46 | 178% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -0.205 | -4.061 | 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 | 1.93 | 85% |
| Returns for 1 year | 2.32 | -3.76 | -62% |
| Returns for 3 years | 10.73 | 10.67 | 101% |
| Returns for 5 years | 42.27 | 48.33 | 87% |
| Returns for 10 years | 68.99 | 33.92 | 203% |
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