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MVGNX vs RWIFX
MVGNX vs RWIFX Comparison
Open Charts MVGNX vs RWIFX
MFS Low Volatility Global Equity R6
Price$17.00
Change-$0.15 (-0.87%)
VolumeN/A
Net Assets265.26M
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
MVGNX vs RWIFX Comparison Chart
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MVGNX vs. RWIFX commentary
Apr 04, 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: 123B vs. MVGNX (265M). RWIFX pays higher dividends than MVGNX: RWIFX (1.93) vs MVGNX (1.73). 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 : 5.73 vs. RWIFX (0.55). RWIFX return over 5 years is better than : 70.05 vs. MVGNX (58.89).
| 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 | 4.188 | 0.945 | 443% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 123B | 0% |
| Annual Yield % from dividends | 1.73 | 1.93 | 90% |
| Returns for 1 year | 5.73 | 0.55 | 1,046% |
| Returns for 3 years | 13.28 | 12.30 | 108% |
| Returns for 5 years | 58.89 | 70.05 | 84% |
| Returns for 10 years | 69.34 | 42.59 | 163% |
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