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MWEFX vs RWBEX
MWEFX vs RWBEX Comparison
Open Charts MWEFX vs RWBEX
MFS Global Equity A
Price$44.24
Change+$0.18 (+0.41%)
VolumeN/A
Net Assets2.13B
American Funds Capital World Gr&Inc R2E
Price$64.72
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
MWEFX vs RWBEX Comparison Chart
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MWEFX vs. RWBEX commentary
May 10, 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: 124B vs. MWEFX (2.13B). RWBEX pays higher dividends than MWEFX: RWBEX (1.18) vs MWEFX (0.76). 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 : 1.80 vs. MWEFX (-7.25). RWBEX return over 5 years is better than : 48.50 vs. MWEFX (10.71).
| 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 | 2.133 | 2.486 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 124B | 2% |
| Annual Yield % from dividends | 0.76 | 1.18 | 65% |
| Returns for 1 year | -7.25 | 1.80 | -404% |
| Returns for 3 years | -6.70 | 29.46 | -23% |
| Returns for 5 years | 10.71 | 48.50 | 22% |
| Returns for 10 years | 23.47 | 38.57 | 61% |
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