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MWEFX vs RWIFX
MWEFX vs RWIFX Comparison
Open Charts MWEFX vs RWIFX
MFS Global Equity A
Price$46.02
Change+$0.24 (+0.52%)
VolumeN/A
Net Assets2.17B
American Funds Capital World Gr&Inc R5
Price$70.49
Change+$0.79 (+1.13%)
VolumeN/A
Net Assets132.68B
MWEFX vs RWIFX Comparison Chart in %
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MWEFX vs. RWIFX commentary
Jun 28, 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 133B vs. MWEFX (2.17B). 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 : 9.46 vs. MWEFX (-3.40). RWIFX return over 5 years is better than : 57.49 vs. MWEFX (9.57).
| 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 | 6.120 | 11.958 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 133B | 2% |
| Annual Yield % from dividends | 0.74 | 1.80 | 41% |
| Returns for 1 year | -3.40 | 9.46 | -36% |
| Returns for 3 years | -1.37 | 46.00 | -3% |
| Returns for 5 years | 9.57 | 57.49 | 17% |
| Returns for 10 years | 31.27 | 61.35 | 51% |
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