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MWEFX vs RWIFX
MWEFX vs RWIFX Comparison
Open Charts MWEFX vs RWIFX
MFS Global Equity A
Price$45.96
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets2.2B
American Funds Capital World Gr&Inc R5
Price$68.88
Change+$0.29 (+0.42%)
VolumeN/A
Net Assets130.88B
MWEFX vs RWIFX Comparison Chart
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MWEFX vs. RWIFX commentary
Jun 06, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. MWEFX (2.2B). RWIFX pays higher dividends than MWEFX: RWIFX (1.80) vs MWEFX (0.74). MWEFX was incepted earlier than RWIFX: MWEFX (32 years) vs RWIFX (23 years). MWEFX (1.18) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (8.00). RWIFX has a lower initial minimum investment than MWEFX: RWIFX (250) vs MWEFX (1000). RWIFX annual gain was more profitable for investors over the last year : 7.97 vs. MWEFX (-4.54). RWIFX return over 5 years is better than : 46.84 vs. MWEFX (2.50).
| MWEFX | RWIFX | MWEFX / RWIFX | |
| Total Expense Ratio | 1.15 | 0.46 | 250% |
| Annual Report Gross Expense Ratio | 1.18 | 0.46 | 257% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 5.795 | 8.778 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 131B | 2% |
| Annual Yield % from dividends | 0.74 | 1.80 | 41% |
| Returns for 1 year | -4.54 | 7.97 | -57% |
| Returns for 3 years | -7.90 | 30.81 | -26% |
| Returns for 5 years | 2.50 | 46.84 | 5% |
| Returns for 10 years | 29.49 | 53.30 | 55% |
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