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MWEFX vs RWIFX
MWEFX vs RWIFX Comparison
Open Charts MWEFX vs RWIFX
MFS Global Equity A
Price$42.07
Change+$0.22 (+0.53%)
VolumeN/A
Net Assets2.05B
American Funds Capital World Gr&Inc R5
Price$61.01
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
MWEFX vs RWIFX Comparison Chart
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MWEFX vs. RWIFX commentary
Apr 19, 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: 117B vs. MWEFX (2.05B). RWIFX pays higher dividends than MWEFX: RWIFX (1.93) vs MWEFX (0.76). 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 : -0.63 vs. MWEFX (-8.29). RWIFX return over 5 years is better than : 45.08 vs. MWEFX (7.27).
| 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 | -2.480 | -3.651 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 117B | 2% |
| Annual Yield % from dividends | 0.76 | 1.93 | 40% |
| Returns for 1 year | -8.29 | -0.63 | 1,325% |
| Returns for 3 years | -18.89 | 11.73 | -161% |
| Returns for 5 years | 7.27 | 45.08 | 16% |
| Returns for 10 years | 19.20 | 34.19 | 56% |
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