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MWEFX vs RWIEX
MWEFX vs RWIEX Comparison
Open Charts MWEFX vs RWIEX
MFS Global Equity A
Price$50.00
Change+$0.29 (+0.58%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$67.98
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
MWEFX vs RWIEX Comparison Chart
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MWEFX vs. RWIEX commentary
Nov 23, 2024
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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 126B vs. MWEFX (2.39B). RWIEX pays higher dividends than MWEFX: RWIEX (1.68) vs MWEFX (0.75). MWEFX was incepted earlier than RWIEX: MWEFX (31 years) vs RWIEX (22 years). 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 : 18.83 vs. MWEFX (5.29). RWIEX return over 5 years is better than : 40.80 vs. MWEFX (9.17).
| MWEFX | RWIEX | MWEFX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 22 years | - |
| Gain YTD | 7.203 | 14.319 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 126B | 2% |
| Annual Yield % from dividends | 0.75 | 1.68 | 44% |
| Returns for 1 year | 5.29 | 18.83 | 28% |
| Returns for 3 years | -16.82 | 6.14 | -274% |
| Returns for 5 years | 9.17 | 40.80 | 22% |
| Returns for 10 years | 43.32 | 49.81 | 87% |
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