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MEQRX vs RWIFX
MEQRX vs RWIFX Comparison
Open Charts MEQRX vs RWIFX
MFS Global Equity R2
Price$43.57
Change-$0.34 (-0.77%)
VolumeN/A
Net Assets2.28B
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
MEQRX vs RWIFX Comparison Chart
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MEQRX vs. RWIFX commentary
Feb 23, 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 Hold and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. MEQRX (2.28B). RWIFX pays higher dividends than MEQRX: RWIFX (1.94) vs MEQRX (0.50). MEQRX was incepted earlier than RWIFX: MEQRX (21 years) vs RWIFX (23 years). 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 : 7.41 vs. MEQRX (-4.43). RWIFX return over 5 years is better than : 33.89 vs. MEQRX (-4.66).
| MEQRX | RWIFX | MEQRX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 5.242 | 4.358 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 128B | 2% |
| Annual Yield % from dividends | 0.50 | 1.94 | 26% |
| Returns for 1 year | -4.43 | 7.41 | -60% |
| Returns for 3 years | -15.00 | 17.26 | -87% |
| Returns for 5 years | -4.66 | 33.89 | -14% |
| Returns for 10 years | 26.27 | 46.04 | 57% |
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