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MGWRX vs RPEBX
MGWRX vs RPEBX Comparison
Open Charts MGWRX vs RPEBX
MFS Global Growth R2
Price$62.19
Change-$0.32 (-0.51%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R2E
Price$62.99
Change-$0.38 (-0.60%)
VolumeN/A
CapitalizationN/A
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MGWRX vs RPEBX Comparison Chart
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MGWRX vs. RPEBX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 145B vs. MGWRX (996M). RPEBX pays higher dividends than MGWRX: RPEBX (0.46) vs MGWRX (0.00). MGWRX was incepted earlier than RPEBX: MGWRX (21 years) vs RPEBX (10 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 : 22.17 vs. MGWRX (20.20). RPEBX return over 5 years is better than : 43.36 vs. MGWRX (39.88).
| MGWRX | RPEBX | MGWRX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 12.054 | 15.727 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 145B | 1% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | 20.20 | 22.17 | 91% |
| Returns for 3 years | 1.73 | -5.24 | -33% |
| Returns for 5 years | 39.88 | 43.36 | 92% |
| Returns for 10 years | 86.25 | 66.03 | 131% |
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