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MVGBX vs RWICX
MVGBX vs RWICX Comparison
Open Charts MVGBX vs RWICX
MFS Low Volatility Global Equity B
Price$17.39
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets279.02M
American Funds Capital World Gr&Inc R3
Price$64.58
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
MVGBX vs RWICX Comparison Chart
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MVGBX vs. RWICX commentary
May 11, 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 125B vs. MVGBX (279M). RWICX pays higher dividends than MVGBX: RWICX (1.34) vs MVGBX (0.61). MVGBX was incepted earlier than RWICX: MVGBX (11 years) vs RWICX (23 years). MVGBX (1.82) is less costly to investors than RWICX (1.06). MVGBX is a more actively managed with annual turnover of: 32.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than MVGBX: RWICX (250) vs MVGBX (1000). MVGBX annual gain was more profitable for investors over the last year : 6.00 vs. RWICX (1.86). RWICX return over 5 years is better than : 49.43 vs. MVGBX (40.38).
| MVGBX | RWICX | MVGBX / RWICX | |
| Total Expense Ratio | 1.76 | 1.06 | 166% |
| Annual Report Gross Expense Ratio | 1.82 | 1.06 | 172% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 6.101 | 2.727 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 125B | 0% |
| Annual Yield % from dividends | 0.61 | 1.34 | 45% |
| Returns for 1 year | 6.00 | 1.86 | 322% |
| Returns for 3 years | 22.60 | 29.49 | 77% |
| Returns for 5 years | 40.38 | 49.43 | 82% |
| Returns for 10 years | 59.63 | 40.26 | 148% |
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