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MWEFX vs RWIFX
MWEFX vs RWIFX Comparison
Open Charts MWEFX vs RWIFX
MFS Global Equity A
Price$50.04
Change-$0.18 (-0.36%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.97
Change-$0.27 (-0.40%)
VolumeN/A
CapitalizationN/A
MWEFX vs RWIFX Comparison Chart
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MWEFX vs. RWIFX commentary
Nov 15, 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 Buy and RWIFX is a StrongSell.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 127B vs. MWEFX (2.42B). RWIFX pays higher dividends than MWEFX: RWIFX (1.94) vs MWEFX (0.75). MWEFX was incepted earlier than RWIFX: MWEFX (31 years) vs RWIFX (23 years). 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 : 21.33 vs. MWEFX (8.47). RWIFX return over 5 years is better than : 42.01 vs. MWEFX (9.63).
| MWEFX | RWIFX | MWEFX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 8.303 | 15.051 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 127B | 2% |
| Annual Yield % from dividends | 0.75 | 1.94 | 39% |
| Returns for 1 year | 8.47 | 21.33 | 40% |
| Returns for 3 years | -17.65 | 5.37 | -329% |
| Returns for 5 years | 9.63 | 42.01 | 23% |
| Returns for 10 years | 47.87 | 54.18 | 88% |
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