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MEQRX vs RWIBX
MEQRX vs RWIBX Comparison
Open Charts MEQRX vs RWIBX
MFS Global Equity R2
Price$43.43
Change-$0.63 (-1.43%)
VolumeN/A
Net Assets2.21B
American Funds Capital World Gr&Inc R2
Price$66.01
Change-$0.69 (-1.03%)
VolumeN/A
Net Assets129.86B
MEQRX vs RWIBX Comparison Chart
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MEQRX vs. RWIBX commentary
May 22, 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 MEQRX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 130B vs. MEQRX (2.21B). RWIBX pays higher dividends than MEQRX: RWIBX (0.91) vs MEQRX (0.48). MEQRX was incepted earlier than RWIBX: MEQRX (22 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than MEQRX (1.43). RWIBX is a more actively managed with annual turnover of: 27.00 vs. MEQRX (8.00). MEQRX has a lower initial minimum investment than RWIBX: MEQRX (0) vs RWIBX (250). RWIBX annual gain was more profitable for investors over the last year : 2.17 vs. MEQRX (-6.18). RWIBX return over 5 years is better than : 50.58 vs. MEQRX (12.69).
| MEQRX | RWIBX | MEQRX / RWIBX | |
| Total Expense Ratio | 1.40 | 1.51 | 93% |
| Annual Report Gross Expense Ratio | 1.43 | 1.51 | 95% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 6.425 | 5.657 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 130B | 2% |
| Annual Yield % from dividends | 0.48 | 0.91 | 53% |
| Returns for 1 year | -6.18 | 2.17 | -284% |
| Returns for 3 years | -4.84 | 29.72 | -16% |
| Returns for 5 years | 12.69 | 50.58 | 25% |
| Returns for 10 years | 25.15 | 40.35 | 62% |
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