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MGWRX vs RPEBX
MGWRX vs RPEBX Comparison
Open Charts MGWRX vs RPEBX
MFS Global Growth R2
Price$56.83
Change+$0.24 (+0.42%)
VolumeN/A
Net Assets900.95M
American Funds New Perspective R2E
Price$61.53
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
MGWRX vs RPEBX Comparison Chart
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MGWRX vs. RPEBX commentary
May 09, 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 MGWRX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 142B vs. MGWRX (901M). RPEBX pays higher dividends than MGWRX: RPEBX (0.14) vs MGWRX (0.00). MGWRX was incepted earlier than RPEBX: MGWRX (22 years) vs RPEBX (11 years). MGWRX (1.57) is less costly to investors than RPEBX (1.21). MGWRX (24.00) and RPEBX (24.00) have comparable annual turnover. MGWRX has a lower initial minimum investment than RPEBX: MGWRX (0) vs RPEBX (250). RPEBX annual gain was more profitable for investors over the last year : 5.09 vs. MGWRX (-2.93). RPEBX return over 5 years is better than : 43.41 vs. MGWRX (31.97).
| MGWRX | RPEBX | MGWRX / RPEBX | |
| Total Expense Ratio | 1.47 | 1.21 | 121% |
| Annual Report Gross Expense Ratio | 1.57 | 1.21 | 130% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | -2.616 | 1.921 | -136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 142B | 1% |
| Annual Yield % from dividends | 0.00 | 0.14 | - |
| Returns for 1 year | -2.93 | 5.09 | -58% |
| Returns for 3 years | 14.49 | 26.87 | 54% |
| Returns for 5 years | 31.97 | 43.41 | 74% |
| Returns for 10 years | 63.97 | 58.18 | 110% |
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