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MWEFX vs RWIEX
MWEFX vs RWIEX Comparison
Open Charts MWEFX vs RWIEX
MFS Global Equity A
Price$45.76
Change-$0.16 (-0.35%)
VolumeN/A
Net Assets2.34B
American Funds Capital World Gr&Inc R4
Price$65.58
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets128.18B
MWEFX vs RWIEX Comparison Chart
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MWEFX vs. RWIEX commentary
Jan 31, 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 Buy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. MWEFX (2.34B). RWIEX pays higher dividends than MWEFX: RWIEX (1.68) vs MWEFX (0.75). MWEFX was incepted earlier than RWIEX: MWEFX (31 years) vs RWIEX (23 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 : 9.47 vs. MWEFX (-1.80). RWIEX return over 5 years is better than : 34.90 vs. MWEFX (0.18).
| MWEFX | RWIEX | MWEFX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 6.073 | 3.520 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 128B | 2% |
| Annual Yield % from dividends | 0.75 | 1.68 | 44% |
| Returns for 1 year | -1.80 | 9.47 | -19% |
| Returns for 3 years | -15.19 | 14.23 | -107% |
| Returns for 5 years | 0.18 | 34.90 | 1% |
| Returns for 10 years | 37.33 | 50.15 | 74% |
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