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MVGAX vs RWIFX
MVGAX vs RWIFX Comparison
Open Charts MVGAX vs RWIFX
MFS Low Volatility Global Equity A
Price$18.61
Change-$0.11 (-0.59%)
VolumeN/A
Net Assets291.43M
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
MVGAX vs RWIFX Comparison Chart in %
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MVGAX vs. RWIFX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. MVGAX (291M). RWIFX (1.60) and MVGAX (1.56) 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: 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 : 15.39 vs. MVGAX (4.95). RWIFX return over 5 years is better than : 49.55 vs. MVGAX (35.71).
| 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 | 14.563 | 23.740 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 144B | 0% |
| Annual Yield % from dividends | 1.56 | 1.60 | 97% |
| Returns for 1 year | 4.95 | 15.39 | 32% |
| Returns for 3 years | 36.10 | 57.49 | 63% |
| Returns for 5 years | 35.71 | 49.55 | 72% |
| Returns for 10 years | 94.75 | 88.26 | 107% |
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