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MVGAX vs RWIEX
MVGAX vs RWIEX Comparison
Open Charts MVGAX vs RWIEX
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 R4
Price$71.37
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
MVGAX vs RWIEX Comparison Chart in %
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MVGAX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. MVGAX (293M). MVGAX pays higher dividends than RWIEX: MVGAX (1.59) vs RWIEX (1.46). MVGAX was incepted earlier than RWIEX: MVGAX (12 years) vs RWIEX (23 years). MVGAX (1.07) is less costly to investors than RWIEX (0.76). MVGAX is a more actively managed with annual turnover of: 32.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than MVGAX: RWIEX (250) vs MVGAX (1000). RWIEX (9.34) and MVGAX (9.22) have marching annual gain over last year. RWIEX return over 5 years is better than : 52.95 vs. MVGAX (44.73).
| MVGAX | RWIEX | MVGAX / RWIEX | |
| Total Expense Ratio | 1.01 | 0.76 | 133% |
| Annual Report Gross Expense Ratio | 1.07 | 0.76 | 141% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 11.007 | 13.565 | 81% |
| 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 | 1.46 | 109% |
| Returns for 1 year | 9.22 | 9.34 | 99% |
| Returns for 3 years | 32.99 | 50.20 | 66% |
| Returns for 5 years | 44.73 | 52.95 | 84% |
| Returns for 10 years | 81.64 | 62.87 | 130% |
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