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MWEFX vs RWBEX
MWEFX vs RWBEX Comparison
Open Charts MWEFX vs RWBEX
MFS Global Equity A
Price$45.96
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets2.2B
American Funds Capital World Gr&Inc R2E
Price$68.48
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets130.88B
MWEFX vs RWBEX Comparison Chart
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MWEFX vs. RWBEX commentary
Jun 06, 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 MWEFX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 131B vs. MWEFX (2.2B). RWBEX pays higher dividends than MWEFX: RWBEX (1.11) vs MWEFX (0.74). MWEFX was incepted earlier than RWBEX: MWEFX (32 years) vs RWBEX (11 years). RWBEX (1.21) and MWEFX (1.18) have similar cost to investors . RWBEX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (8.00). RWBEX has a lower initial minimum investment than MWEFX: RWBEX (250) vs MWEFX (1000). RWBEX annual gain was more profitable for investors over the last year : 7.16 vs. MWEFX (-4.54). RWBEX return over 5 years is better than : 43.21 vs. MWEFX (2.50).
| MWEFX | RWBEX | MWEFX / RWBEX | |
| Total Expense Ratio | 1.15 | 1.21 | 95% |
| Annual Report Gross Expense Ratio | 1.18 | 1.21 | 98% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 5.795 | 8.440 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 131B | 2% |
| Annual Yield % from dividends | 0.74 | 1.11 | 66% |
| Returns for 1 year | -4.54 | 7.16 | -63% |
| Returns for 3 years | -7.90 | 28.58 | -28% |
| Returns for 5 years | 2.50 | 43.21 | 6% |
| Returns for 10 years | 29.49 | 49.14 | 60% |
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