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MWEFX vs RWBEX
MWEFX vs RWBEX Comparison
Open Charts MWEFX vs RWBEX
MFS Global Equity A
Price$46.02
Change+$0.24 (+0.52%)
VolumeN/A
Net Assets2.17B
American Funds Capital World Gr&Inc R2E
Price$70.17
Change+$0.79 (+1.14%)
VolumeN/A
Net Assets132.68B
MWEFX vs RWBEX Comparison Chart in %
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MWEFX vs. RWBEX commentary
Jun 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 133B vs. MWEFX (2.17B). 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 : 8.62 vs. MWEFX (-3.40). RWBEX return over 5 years is better than : 53.30 vs. MWEFX (9.57).
| 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 | 6.120 | 11.558 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 133B | 2% |
| Annual Yield % from dividends | 0.74 | 1.11 | 66% |
| Returns for 1 year | -3.40 | 8.62 | -40% |
| Returns for 3 years | -1.37 | 43.22 | -3% |
| Returns for 5 years | 9.57 | 53.30 | 18% |
| Returns for 10 years | 31.27 | 56.67 | 55% |
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