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MWEFX vs RWIEX
MWEFX vs RWIEX Comparison
Open Charts MWEFX vs RWIEX
MFS Global Equity A
Price$44.16
Change-$0.49 (-1.10%)
VolumeN/A
Net Assets2.22B
American Funds Capital World Gr&Inc R4
Price$63.32
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
MWEFX vs RWIEX Comparison Chart
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MWEFX vs. RWIEX 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 RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 123B vs. MWEFX (2.22B). RWIEX pays higher dividends than MWEFX: RWIEX (1.58) vs MWEFX (0.73). MWEFX was incepted earlier than RWIEX: MWEFX (32 years) vs RWIEX (23 years). MWEFX (1.18) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (8.00). RWIEX has a lower initial minimum investment than MWEFX: RWIEX (250) vs MWEFX (1000). RWIEX annual gain was more profitable for investors over the last year : 1.56 vs. MWEFX (-6.98). RWIEX return over 5 years is better than : 68.78 vs. MWEFX (29.09).
| MWEFX | RWIEX | MWEFX / RWIEX | |
| Total Expense Ratio | 1.15 | 0.76 | 151% |
| Annual Report Gross Expense Ratio | 1.18 | 0.76 | 155% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 3.500 | 0.251 | 1,394% |
| 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 | 1.58 | 47% |
| Returns for 1 year | -6.98 | 1.56 | -446% |
| Returns for 3 years | -10.13 | 19.57 | -52% |
| Returns for 5 years | 29.09 | 68.78 | 42% |
| Returns for 10 years | 29.80 | 44.25 | 67% |