Ad is loading...
MGWRX vs RPEBX
MGWRX vs RPEBX Comparison
Open Charts MGWRX vs RPEBX
MFS Global Growth R2
Price$59.18
Change+$0.39 (+0.66%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R2E
Price$61.81
Change+$0.55 (+0.90%)
VolumeN/A
CapitalizationN/A
MGWRX vs RPEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MGWRX vs. RPEBX commentary
Dec 26, 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 Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 146B vs. MGWRX (982M). 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 : 14.39 vs. MGWRX (7.39). RPEBX return over 5 years is better than : 33.41 vs. MGWRX (25.14).
| 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 | 6.631 | 13.713 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 982M | 146B | 1% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | 7.39 | 14.39 | 51% |
| Returns for 3 years | -1.53 | -3.58 | 43% |
| Returns for 5 years | 25.14 | 33.41 | 75% |
| Returns for 10 years | 77.97 | 70.15 | 111% |
View a ticker or compare two or three
VS
VS
Ad is loading...