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MEQRX vs RWIFX
MEQRX vs RWIFX Comparison
Open Charts MEQRX vs RWIFX
MFS Global Equity R2
Price$42.49
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets2.14B
American Funds Capital World Gr&Inc R5
Price$65.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
MEQRX vs RWIFX Comparison Chart
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MEQRX vs. RWIFX 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 MEQRX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. MEQRX (2.14B). RWIFX pays higher dividends than MEQRX: RWIFX (1.91) vs MEQRX (0.48). MEQRX was incepted earlier than RWIFX: MEQRX (22 years) vs RWIFX (23 years). MEQRX (1.43) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. MEQRX (8.00). MEQRX has a lower initial minimum investment than RWIFX: MEQRX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 2.53 vs. MEQRX (-8.00). RWIFX return over 5 years is better than : 52.57 vs. MEQRX (9.17).
| MEQRX | RWIFX | MEQRX / RWIFX | |
| Total Expense Ratio | 1.40 | 0.46 | 304% |
| Annual Report Gross Expense Ratio | 1.43 | 0.46 | 311% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 2.633 | 2.950 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 125B | 2% |
| Annual Yield % from dividends | 0.48 | 1.91 | 25% |
| Returns for 1 year | -8.00 | 2.53 | -316% |
| Returns for 3 years | -7.71 | 31.36 | -25% |
| Returns for 5 years | 9.17 | 52.57 | 17% |
| Returns for 10 years | 22.16 | 43.36 | 51% |
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