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MVGBX vs RWIFX
MVGBX vs RWIFX Comparison
Open Charts MVGBX vs RWIFX
MFS Low Volatility Global Equity B
Price$18.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets294.53M
American Funds Capital World Gr&Inc R5
Price$76.87
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets143.4B
MVGBX vs RWIFX Comparison Chart in %
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MVGBX vs. RWIFX commentary
Dec 04, 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 Hold and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 143B vs. MVGBX (295M). RWIFX pays higher dividends than MVGBX: RWIFX (1.59) vs MVGBX (0.83). 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 : 12.97 vs. MVGBX (2.86). RWIFX return over 5 years is better than : 42.98 vs. MVGBX (30.89).
| 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 | 14.167 | 22.369 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 143B | 0% |
| Annual Yield % from dividends | 0.83 | 1.59 | 52% |
| Returns for 1 year | 2.86 | 12.97 | 22% |
| Returns for 3 years | 28.25 | 50.79 | 56% |
| Returns for 5 years | 30.89 | 42.98 | 72% |
| Returns for 10 years | 78.29 | 81.99 | 95% |
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