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MEQRX vs RWIFX
MEQRX vs RWIFX Comparison
Open Charts MEQRX vs RWIFX
MFS Global Equity R2
Price$45.56
Change+$0.16 (+0.35%)
VolumeN/A
Net Assets2.25B
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
MEQRX vs RWIFX Comparison Chart in %
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MEQRX vs. RWIFX commentary
Jul 05, 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 StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. MEQRX (2.25B). RWIFX pays higher dividends than MEQRX: RWIFX (1.72) vs MEQRX (0.45). 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 : 9.68 vs. MEQRX (-0.67). RWIFX return over 5 years is better than : 54.61 vs. MEQRX (8.28).
| 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 | 10.048 | 13.737 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 136B | 2% |
| Annual Yield % from dividends | 0.45 | 1.72 | 26% |
| Returns for 1 year | -0.67 | 9.68 | -7% |
| Returns for 3 years | 2.29 | 51.39 | 4% |
| Returns for 5 years | 8.28 | 54.61 | 15% |
| Returns for 10 years | 34.47 | 64.73 | 53% |
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