Interact to see
Advertisement
Advertisement
MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$18.45
Change-$0.10 (-0.54%)
VolumeN/A
Net Assets289.77M
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
MVGBX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVGBX 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 MVGBX is a StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. MVGBX (290M). RWIFX pays higher dividends than MVGBX: RWIFX (1.60) vs MVGBX (0.85). MVGBX was incepted earlier than RWIFX: MVGBX (12 years) vs RWIFX (24 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 : 15.39 vs. MVGBX (4.12). RWIFX return over 5 years is better than : 49.55 vs. MVGBX (31.46).
| 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 | 24 years | - |
| Gain YTD | 13.799 | 23.740 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 144B | 0% |
| Annual Yield % from dividends | 0.85 | 1.60 | 53% |
| Returns for 1 year | 4.12 | 15.39 | 27% |
| Returns for 3 years | 33.16 | 57.49 | 58% |
| Returns for 5 years | 31.46 | 49.55 | 63% |
| Returns for 10 years | 83.19 | 88.26 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement