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MVGBX vs RWIEX
MVGBX vs RWIEX Comparison
Open Charts MVGBX vs RWIEX
MFS Low Volatility Global Equity B
Price$18.15
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets300.92M
American Funds Capital World Gr&Inc R4
Price$72.57
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
MVGBX vs RWIEX Comparison Chart in %
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MVGBX vs. RWIEX commentary
Aug 17, 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 MVGBX is a StrongBuy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. MVGBX (301M). RWIEX pays higher dividends than MVGBX: RWIEX (1.46) vs MVGBX (0.88). MVGBX was incepted earlier than RWIEX: MVGBX (12 years) vs RWIEX (23 years). MVGBX (1.82) is less costly to investors than RWIEX (0.76). MVGBX is a more actively managed with annual turnover of: 32.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than MVGBX: RWIEX (250) vs MVGBX (1000). RWIEX annual gain was more profitable for investors over the last year : 11.43 vs. MVGBX (4.79). RWIEX return over 5 years is better than : 47.54 vs. MVGBX (33.40).
| MVGBX | RWIEX | MVGBX / RWIEX | |
| Total Expense Ratio | 1.76 | 0.76 | 232% |
| Annual Report Gross Expense Ratio | 1.82 | 0.76 | 239% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 11.294 | 15.474 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 137B | 0% |
| Annual Yield % from dividends | 0.88 | 1.46 | 60% |
| Returns for 1 year | 4.79 | 11.43 | 42% |
| Returns for 3 years | 24.52 | 41.24 | 59% |
| Returns for 5 years | 33.40 | 47.54 | 70% |
| Returns for 10 years | 69.06 | 64.31 | 107% |
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