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MEQRX vs RWIFX
MEQRX vs RWIFX Comparison
Open Charts MEQRX vs RWIFX
MFS Global Equity R2
Price$40.13
Change-$0.41 (-1.01%)
VolumeN/A
Net Assets2.06B
American Funds Capital World Gr&Inc R5
Price$60.90
Change-$0.72 (-1.17%)
VolumeN/A
Net Assets118.57B
MEQRX vs RWIFX Comparison Chart
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MEQRX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 119B vs. MEQRX (2.06B). RWIFX pays higher dividends than MEQRX: RWIFX (1.93) vs MEQRX (0.48). MEQRX was incepted earlier than RWIFX: MEQRX (21 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 : -1.09 vs. MEQRX (-8.37). RWIFX return over 5 years is better than : 44.82 vs. MEQRX (5.65).
| MEQRX | RWIFX | MEQRX / RWIFX | |
| Total Expense Ratio | 1.40 | 0.46 | 304% |
| Annual Report Gross Expense Ratio | 1.43 | 0.46 | 311% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -2.077 | -3.824 | 54% |
| 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 | 1.93 | 25% |
| Returns for 1 year | -8.37 | -1.09 | 769% |
| Returns for 3 years | -20.08 | 11.14 | -180% |
| Returns for 5 years | 5.65 | 44.82 | 13% |
| Returns for 10 years | 17.92 | 34.50 | 52% |
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