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MVGAX vs RWIFX
MVGAX vs RWIFX Comparison
Open Charts MVGAX vs RWIFX
MFS Low Volatility Global Equity A
Price$17.43
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets295.99M
American Funds Capital World Gr&Inc R5
Price$71.99
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
MVGAX vs RWIFX Comparison Chart in %
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MVGAX vs. RWIFX commentary
Dec 28, 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. MVGAX (296M). RWIFX (1.59) and MVGAX (1.52) have matching dividends . MVGAX was incepted earlier than RWIFX: MVGAX (12 years) vs RWIFX (24 years). MVGAX (1.07) is less costly to investors than RWIFX (0.46). MVGAX is a more actively managed with annual turnover of: 31.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than MVGAX: RWIFX (250) vs MVGAX (1000). RWIFX annual gain was more profitable for investors over the last year : 12.66 vs. MVGAX (5.65). RWIFX return over 5 years is better than : 32.78 vs. MVGAX (23.43).
| MVGAX | RWIFX | MVGAX / RWIFX | |
| Total Expense Ratio | 1.01 | 0.46 | 220% |
| Annual Report Gross Expense Ratio | 1.07 | 0.46 | 233% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 6.669 | 14.720 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 142B | 0% |
| Annual Yield % from dividends | 1.52 | 1.59 | 95% |
| Returns for 1 year | 5.65 | 12.66 | 45% |
| Returns for 3 years | 27.53 | 47.45 | 58% |
| Returns for 5 years | 23.43 | 32.78 | 71% |
| Returns for 10 years | 75.17 | 75.72 | 99% |
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