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MWECX vs RWIFX
MWECX vs RWIFX Comparison
Open Charts MWECX vs RWIFX
MFS Global Equity C
Price$38.20
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets2.21B
American Funds Capital World Gr&Inc R5
Price$70.91
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets135.18B
MWECX vs RWIFX Comparison Chart in %
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MWECX vs. RWIFX commentary
Jul 02, 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 MWECX is a StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. MWECX (2.21B). RWIFX pays higher dividends than MWECX: RWIFX (1.72) vs MWECX (0.00). MWECX was incepted earlier than RWIFX: MWECX (32 years) vs RWIFX (23 years). MWECX (1.93) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. MWECX (8.00). RWIFX has a lower initial minimum investment than MWECX: RWIFX (250) vs MWECX (1000). RWIFX annual gain was more profitable for investors over the last year : 10.30 vs. MWECX (-4.68). RWIFX return over 5 years is better than : 54.41 vs. MWECX (-0.95).
| MWECX | RWIFX | MWECX / RWIFX | |
| Total Expense Ratio | 1.90 | 0.46 | 413% |
| Annual Report Gross Expense Ratio | 1.93 | 0.46 | 420% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 7.326 | 12.577 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 135B | 2% |
| Annual Yield % from dividends | 0.00 | 1.72 | - |
| Returns for 1 year | -4.68 | 10.30 | -45% |
| Returns for 3 years | -5.71 | 49.84 | -11% |
| Returns for 5 years | -0.95 | 54.41 | -2% |
| Returns for 10 years | 16.20 | 61.39 | 26% |
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