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MVGAX vs RWIFX
MVGAX vs RWIFX Comparison
Open Charts MVGAX vs RWIFX
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 R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
MVGAX vs RWIFX Comparison Chart in %
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MVGAX vs. RWIFX 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. MVGAX (287M). RWIFX pays higher dividends than MVGAX: RWIFX (1.64) vs MVGAX (1.54). MVGAX was incepted earlier than RWIFX: MVGAX (12 years) vs RWIFX (23 years). MVGAX (1.07) is less costly to investors than RWIFX (0.46). MVGAX is a more actively managed with annual turnover of: 32.00 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 : 11.13 vs. MVGAX (2.86). RWIFX return over 5 years is better than : 52.48 vs. MVGAX (37.98).
| 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 | 23 years | - |
| Gain YTD | 13.829 | 20.250 | 68% |
| 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 | 1.64 | 94% |
| Returns for 1 year | 2.86 | 11.13 | 26% |
| Returns for 3 years | 44.43 | 68.41 | 65% |
| Returns for 5 years | 37.98 | 52.48 | 72% |
| Returns for 10 years | 89.30 | 79.35 | 113% |
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