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MVGMX vs RWIFX
MVGMX vs RWIFX Comparison
Open Charts MVGMX vs RWIFX
MFS Low Volatility Global Equity R4
Price$17.54
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets280.12M
American Funds Capital World Gr&Inc R5
Price$65.07
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
MVGMX vs RWIFX Comparison Chart
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MVGMX vs. RWIFX commentary
May 09, 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 StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 124B vs. MVGMX (280M). RWIFX pays higher dividends than MVGMX: RWIFX (1.91) vs MVGMX (1.61). 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 : 8.00 vs. RWIFX (2.59). RWIFX return over 5 years is better than : 52.29 vs. MVGMX (49.13).
| 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 | 6.954 | 2.761 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 124B | 0% |
| Annual Yield % from dividends | 1.61 | 1.91 | 84% |
| Returns for 1 year | 8.00 | 2.59 | 309% |
| Returns for 3 years | 25.09 | 31.72 | 79% |
| Returns for 5 years | 49.13 | 52.29 | 94% |
| Returns for 10 years | 80.65 | 42.48 | 190% |
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