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MVGAX vs RWIBX
MVGAX vs RWIBX Comparison
Open Charts MVGAX vs RWIBX
MFS Low Volatility Global Equity A
Price$18.60
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets286.56M
American Funds Capital World Gr&Inc R2
Price$74.19
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
MVGAX vs RWIBX Comparison Chart in %
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MVGAX vs. RWIBX commentary
Oct 19, 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 StrongBuy and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 141B vs. MVGAX (287M). MVGAX pays higher dividends than RWIBX: MVGAX (1.54) vs RWIBX (0.76). 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). RWIBX annual gain was more profitable for investors over the last year : 9.87 vs. MVGAX (2.86). RWIBX return over 5 years is better than : 46.31 vs. MVGAX (37.98).
| 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 | 13.829 | 19.247 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 141B | 0% |
| Annual Yield % from dividends | 1.54 | 0.76 | 202% |
| Returns for 1 year | 2.86 | 9.87 | 29% |
| Returns for 3 years | 44.43 | 63.42 | 70% |
| Returns for 5 years | 37.98 | 46.31 | 82% |
| Returns for 10 years | 89.30 | 71.70 | 125% |
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