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MWEFX vs RWIEX
MWEFX vs RWIEX Comparison
Open Charts MWEFX vs RWIEX
MFS Global Equity A
Price$43.44
Change+$0.42 (+0.98%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$63.48
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
MWEFX vs RWIEX Comparison Chart
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MWEFX vs. RWIEX commentary
Dec 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. MWEFX (2.29B). 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 : 8.62 vs. MWEFX (-4.77). RWIEX return over 5 years is better than : 28.82 vs. MWEFX (-5.99).
| 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 | -5.594 | 7.662 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 125B | 2% |
| Annual Yield % from dividends | 0.75 | 1.68 | 44% |
| Returns for 1 year | -4.77 | 8.62 | -55% |
| Returns for 3 years | -22.68 | 6.27 | -362% |
| Returns for 5 years | -5.99 | 28.82 | -21% |
| Returns for 10 years | 26.67 | 44.27 | 60% |
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