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MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$18.52
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets286.56M
American Funds Capital World Gr&Inc R5
Price$76.26
Change+$0.80 (+1.06%)
VolumeN/A
Net Assets140.77B
MVGBX vs RWIFX Comparison Chart in %
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MVGBX vs. RWIFX commentary
Oct 21, 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. MVGBX (287M). RWIFX pays higher dividends than MVGBX: RWIFX (1.64) vs MVGBX (0.84). MVGBX was incepted earlier than RWIFX: MVGBX (12 years) vs RWIFX (23 years). MVGBX (1.82) is less costly to investors than RWIFX (0.46). MVGBX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than MVGBX: RWIFX (250) vs MVGBX (1000). RWIFX annual gain was more profitable for investors over the last year : 11.85 vs. MVGBX (2.30). RWIFX return over 5 years is better than : 54.85 vs. MVGBX (35.67).
| MVGBX | RWIFX | MVGBX / RWIFX | |
| Total Expense Ratio | 1.76 | 0.46 | 383% |
| Annual Report Gross Expense Ratio | 1.82 | 0.46 | 396% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 13.615 | 21.525 | 63% |
| Front Load | N/A | 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 | 0.84 | 1.64 | 51% |
| Returns for 1 year | 2.30 | 11.85 | 19% |
| Returns for 3 years | 41.86 | 68.52 | 61% |
| Returns for 5 years | 35.67 | 54.85 | 65% |
| Returns for 10 years | 76.47 | 78.07 | 98% |
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