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MVGJX vs RWIFX
MVGJX vs RWIFX Comparison
Open Charts MVGJX vs RWIFX
MFS Low Volatility Global Equity R1
Price$17.86
Change-$0.16 (-0.89%)
VolumeN/A
Net Assets290.26M
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
MVGJX vs RWIFX Comparison Chart
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MVGJX vs. RWIFX commentary
Jun 16, 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 MVGJX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. MVGJX (290M). RWIFX pays higher dividends than MVGJX: RWIFX (1.80) vs MVGJX (0.66). MVGJX was incepted earlier than RWIFX: MVGJX (12 years) vs RWIFX (23 years). MVGJX (1.82) is less costly to investors than RWIFX (0.46). MVGJX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). MVGJX has a lower initial minimum investment than RWIFX: MVGJX (0) vs RWIFX (250). MVGJX annual gain was more profitable for investors over the last year : 7.70 vs. RWIFX (6.65). RWIFX return over 5 years is better than : 53.30 vs. MVGJX (40.13).
| MVGJX | RWIFX | MVGJX / 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 | 8.571 | 9.163 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 131B | 0% |
| Annual Yield % from dividends | 0.66 | 1.80 | 37% |
| Returns for 1 year | 7.70 | 6.65 | 116% |
| Returns for 3 years | 32.32 | 45.12 | 72% |
| Returns for 5 years | 40.13 | 53.30 | 75% |
| Returns for 10 years | 70.38 | 53.59 | 131% |
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