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MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$17.66
Change-$0.75 (-4.07%)
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
MVGBX vs RWIFX Comparison Chart in %
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MVGBX vs. RWIFX commentary
Feb 04, 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 MVGBX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. MVGBX (300M). RWIFX pays higher dividends than MVGBX: RWIFX (1.70) vs MVGBX (0.56). MVGBX was incepted earlier than RWIFX: MVGBX (12 years) vs RWIFX (24 years). MVGBX (1.77) is less costly to investors than RWIFX (0.46). MVGBX is a more actively managed with annual turnover of: 31.00 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 : 16.61 vs. MVGBX (6.96). RWIFX return over 5 years is better than : 32.39 vs. MVGBX (20.14).
| MVGBX | RWIFX | MVGBX / RWIFX | |
| Total Expense Ratio | 1.74 | 0.46 | 378% |
| Annual Report Gross Expense Ratio | 1.77 | 0.46 | 385% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 2.974 | 4.964 | 60% |
| Front Load | N/A | 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 | 0.56 | 1.70 | 33% |
| Returns for 1 year | 6.96 | 16.61 | 42% |
| Returns for 3 years | 24.21 | 44.56 | 54% |
| Returns for 5 years | 20.14 | 32.39 | 62% |
| Returns for 10 years | 78.32 | 102.75 | 76% |
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