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MGWRX vs RPEBX
MGWRX vs RPEBX Comparison
Open Charts MGWRX vs RPEBX
MFS Global Growth R2
Price$58.92
Change+$0.48 (+0.82%)
VolumeN/A
Net Assets967.34M
American Funds New Perspective R2E
Price$61.76
Change-$0.59 (-0.95%)
VolumeN/A
Net Assets145.66B
MGWRX vs RPEBX Comparison Chart
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MGWRX vs. RPEBX commentary
Mar 04, 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 StrongBuy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 146B vs. MGWRX (967M). RPEBX pays higher dividends than MGWRX: RPEBX (0.46) vs MGWRX (0.00). MGWRX was incepted earlier than RPEBX: MGWRX (21 years) vs RPEBX (11 years). MGWRX is a more actively managed with annual turnover of: 24.00 vs. RPEBX (17.00). 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 : 8.77 vs. MGWRX (1.90). RPEBX return over 5 years is better than : 44.16 vs. MGWRX (36.23).
| MGWRX | RPEBX | MGWRX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 11 years | - |
| Gain YTD | 1.394 | 3.280 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 967M | 146B | 1% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | 1.90 | 8.77 | 22% |
| Returns for 3 years | 8.41 | 12.88 | 65% |
| Returns for 5 years | 36.23 | 44.16 | 82% |
| Returns for 10 years | 72.67 | 64.66 | 112% |