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MWECX vs RWIFX
MWECX vs RWIFX Comparison
Open Charts MWECX vs RWIFX
MFS Global Equity C
Price$37.40
Change+$0.25 (+0.67%)
VolumeN/A
Net Assets2.19B
American Funds Capital World Gr&Inc R5
Price$69.13
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
MWECX vs RWIFX Comparison Chart
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MWECX vs. RWIFX commentary
Jun 07, 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 Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. MWECX (2.19B). RWIFX pays higher dividends than MWECX: RWIFX (1.80) vs MWECX (0.00). MWECX was incepted earlier than RWIFX: MWECX (31 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 : 6.69 vs. MWECX (-8.34). RWIFX return over 5 years is better than : 47.37 vs. MWECX (-6.59).
| MWECX | RWIFX | MWECX / RWIFX | |
| Total Expense Ratio | 1.90 | 0.46 | 413% |
| Annual Report Gross Expense Ratio | 1.93 | 0.46 | 420% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 5.901 | 9.173 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 131B | 2% |
| Annual Yield % from dividends | 0.00 | 1.80 | - |
| Returns for 1 year | -8.34 | 6.69 | -125% |
| Returns for 3 years | -14.30 | 29.94 | -48% |
| Returns for 5 years | -6.59 | 47.37 | -14% |
| Returns for 10 years | 13.96 | 54.73 | 26% |
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