Ad is loading...
MEQRX vs RWIEX
MEQRX vs RWIEX Comparison
Open Charts MEQRX vs RWIEX
MFS Global Equity R2
Price$40.13
Change-$0.41 (-1.01%)
VolumeN/A
Net Assets2.06B
American Funds Capital World Gr&Inc R4
Price$60.70
Change-$0.71 (-1.16%)
VolumeN/A
Net Assets118.57B
MEQRX vs RWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MEQRX vs. RWIEX commentary
Apr 17, 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 119B vs. MEQRX (2.06B). RWIEX pays higher dividends than MEQRX: RWIEX (1.63) vs MEQRX (0.48). MEQRX was incepted earlier than RWIEX: MEQRX (21 years) vs RWIEX (23 years). MEQRX (1.43) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. MEQRX (8.00). MEQRX has a lower initial minimum investment than RWIEX: MEQRX (0) vs RWIEX (250). RWIEX annual gain was more profitable for investors over the last year : -1.38 vs. MEQRX (-8.37). RWIEX return over 5 years is better than : 43.38 vs. MEQRX (5.65).
| MEQRX | RWIEX | MEQRX / RWIEX | |
| Total Expense Ratio | 1.40 | 0.76 | 184% |
| Annual Report Gross Expense Ratio | 1.43 | 0.76 | 188% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -2.077 | -3.897 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 119B | 2% |
| Annual Yield % from dividends | 0.48 | 1.63 | 29% |
| Returns for 1 year | -8.37 | -1.38 | 608% |
| Returns for 3 years | -20.08 | 10.37 | -194% |
| Returns for 5 years | 5.65 | 43.38 | 13% |
| Returns for 10 years | 17.92 | 33.08 | 54% |
View a ticker or compare two or three
VS
VS
Ad is loading...