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MVGBX vs RWIEX
MVGBX vs RWIEX Comparison
Open Charts MVGBX vs RWIEX
MFS Low Volatility Global Equity B
Price$18.04
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets293.48M
American Funds Capital World Gr&Inc R4
Price$71.37
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
MVGBX vs RWIEX Comparison Chart in %
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MVGBX vs. RWIEX commentary
Jul 07, 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 Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. MVGBX (293M). RWIEX pays higher dividends than MVGBX: RWIEX (1.46) vs MVGBX (0.87). 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 : 9.34 vs. MVGBX (8.37). RWIEX return over 5 years is better than : 52.95 vs. MVGBX (40.35).
| 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 | 10.620 | 13.565 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 136B | 0% |
| Annual Yield % from dividends | 0.87 | 1.46 | 59% |
| Returns for 1 year | 8.37 | 9.34 | 90% |
| Returns for 3 years | 30.55 | 50.20 | 61% |
| Returns for 5 years | 40.35 | 52.95 | 76% |
| Returns for 10 years | 70.89 | 62.87 | 113% |
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