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MWEFX vs RWICX
MWEFX vs RWICX Comparison
Open Charts MWEFX vs RWICX
MFS Global Equity A
Price$44.16
Change-$0.49 (-1.10%)
VolumeN/A
Net Assets2.22B
American Funds Capital World Gr&Inc R3
Price$62.99
Change-$0.18 (-0.28%)
VolumeN/A
Net Assets122.79B
MWEFX vs RWICX Comparison Chart
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MWEFX vs. RWICX commentary
Mar 12, 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 Hold and RWICX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 123B vs. MWEFX (2.22B). RWICX pays higher dividends than MWEFX: RWICX (1.31) vs MWEFX (0.73). MWEFX was incepted earlier than RWICX: MWEFX (32 years) vs RWICX (23 years). MWEFX (1.18) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (8.00). RWICX has a lower initial minimum investment than MWEFX: RWICX (250) vs MWEFX (1000). RWICX annual gain was more profitable for investors over the last year : 1.23 vs. MWEFX (-6.98). RWICX return over 5 years is better than : 67.19 vs. MWEFX (29.09).
| MWEFX | RWICX | MWEFX / RWICX | |
| Total Expense Ratio | 1.15 | 1.06 | 108% |
| Annual Report Gross Expense Ratio | 1.18 | 1.06 | 111% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 3.500 | 0.198 | 1,772% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 123B | 2% |
| Annual Yield % from dividends | 0.73 | 1.31 | 56% |
| Returns for 1 year | -6.98 | 1.23 | -568% |
| Returns for 3 years | -10.13 | 18.81 | -54% |
| Returns for 5 years | 29.09 | 67.19 | 43% |
| Returns for 10 years | 29.80 | 42.69 | 70% |
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