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MWEFX vs RWBEX
MWEFX vs RWBEX Comparison
Open Charts MWEFX vs RWBEX
MFS Global Equity A
Price$47.08
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets2.21B
American Funds Capital World Gr&Inc R2E
Price$71.43
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets135.95B
MWEFX vs RWBEX Comparison Chart in %
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MWEFX vs. RWBEX commentary
Jul 19, 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 StrongBuy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. MWEFX (2.21B). RWBEX pays higher dividends than MWEFX: RWBEX (1.06) vs MWEFX (0.72). 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 (18.00). 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 : 8.44 vs. MWEFX (-3.16). RWBEX return over 5 years is better than : 46.80 vs. MWEFX (5.41).
| 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 | 9.064 | 13.418 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 136B | 2% |
| Annual Yield % from dividends | 0.72 | 1.06 | 68% |
| Returns for 1 year | -3.16 | 8.44 | -37% |
| Returns for 3 years | 3.72 | 50.86 | 7% |
| Returns for 5 years | 5.41 | 46.80 | 12% |
| Returns for 10 years | 31.50 | 55.56 | 57% |
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