Ad is loading...
MVGNX vs RWIFX
MVGNX vs RWIFX Comparison
Open Charts MVGNX vs RWIFX
MFS Low Volatility Global Equity R6
Price$17.60
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets279.02M
American Funds Capital World Gr&Inc R5
Price$66.48
Change+$1.29 (+1.98%)
VolumeN/A
Net Assets124.97B
MVGNX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVGNX vs. RWIFX commentary
May 13, 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 MVGNX is a StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. MVGNX (279M). RWIFX pays higher dividends than MVGNX: RWIFX (1.91) vs MVGNX (1.69). MVGNX was incepted earlier than RWIFX: MVGNX (11 years) vs RWIFX (23 years). MVGNX (0.73) is less costly to investors than RWIFX (0.46). MVGNX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). MVGNX has a lower initial minimum investment than RWIFX: MVGNX (0) vs RWIFX (250). MVGNX annual gain was more profitable for investors over the last year : 6.97 vs. RWIFX (2.15). RWIFX return over 5 years is better than : 56.10 vs. MVGNX (50.15).
| MVGNX | RWIFX | MVGNX / RWIFX | |
| Total Expense Ratio | 0.70 | 0.46 | 152% |
| Annual Report Gross Expense Ratio | 0.73 | 0.46 | 159% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 6.497 | 2.950 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 125B | 0% |
| Annual Yield % from dividends | 1.69 | 1.91 | 89% |
| Returns for 1 year | 6.97 | 2.15 | 324% |
| Returns for 3 years | 24.59 | 28.83 | 85% |
| Returns for 5 years | 50.15 | 56.10 | 89% |
| Returns for 10 years | 70.72 | 41.32 | 171% |
View a ticker or compare two or three
VS
VS
Ad is loading...