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MVGAX vs RWIBX
MVGAX vs RWIBX Comparison
Open Charts MVGAX vs RWIBX
MFS Low Volatility Global Equity A
Price$18.18
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets293.48M
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
MVGAX vs RWIBX Comparison Chart in %
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MVGAX vs. RWIBX commentary
Jul 06, 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 MVGAX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. MVGAX (293M). MVGAX pays higher dividends than RWIBX: MVGAX (1.59) vs RWIBX (0.82). MVGAX was incepted earlier than RWIBX: MVGAX (12 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than MVGAX (1.07). MVGAX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than MVGAX: RWIBX (250) vs MVGAX (1000). MVGAX annual gain was more profitable for investors over the last year : 9.22 vs. RWIBX (8.46). RWIBX return over 5 years is better than : 48.76 vs. MVGAX (44.73).
| MVGAX | RWIBX | MVGAX / RWIBX | |
| Total Expense Ratio | 1.01 | 1.51 | 67% |
| Annual Report Gross Expense Ratio | 1.07 | 1.51 | 71% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 11.007 | 13.144 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 136B | 0% |
| Annual Yield % from dividends | 1.59 | 0.82 | 195% |
| Returns for 1 year | 9.22 | 8.46 | 109% |
| Returns for 3 years | 32.99 | 47.26 | 70% |
| Returns for 5 years | 44.73 | 48.76 | 92% |
| Returns for 10 years | 81.64 | 58.14 | 140% |
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