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MVGAX vs RWIFX
MVGAX vs RWIFX Comparison
Open Charts MVGAX vs RWIFX
MFS Low Volatility Global Equity A
Price$17.82
Change-$0.74 (-3.99%)
VolumeN/A
Net Assets300.36M
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
MVGAX vs RWIFX Comparison Chart in %
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MVGAX vs. RWIFX commentary
Feb 05, 2026
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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. MVGAX (300M). RWIFX pays higher dividends than MVGAX: RWIFX (1.70) vs MVGAX (1.29). MVGAX was incepted earlier than RWIFX: MVGAX (12 years) vs RWIFX (24 years). MVGAX (1.02) 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 : 16.61 vs. MVGAX (7.87). RWIFX return over 5 years is better than : 32.39 vs. MVGAX (24.04).
| MVGAX | RWIFX | MVGAX / RWIFX | |
| Total Expense Ratio | 0.99 | 0.46 | 215% |
| Annual Report Gross Expense Ratio | 1.02 | 0.46 | 222% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 3.065 | 4.964 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 142B | 0% |
| Annual Yield % from dividends | 1.29 | 1.70 | 76% |
| Returns for 1 year | 7.87 | 16.61 | 47% |
| Returns for 3 years | 27.17 | 44.56 | 61% |
| Returns for 5 years | 24.04 | 32.39 | 74% |
| Returns for 10 years | 89.98 | 102.75 | 88% |
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