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MWEFX vs RWIFX
MWEFX vs RWIFX Comparison
Open Charts MWEFX vs RWIFX
MFS Global Equity A
Price$47.46
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets2.18B
American Funds Capital World Gr&Inc R5
Price$73.25
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
MWEFX vs RWIFX Comparison Chart in %
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MWEFX vs. RWIFX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. MWEFX (2.18B). RWIFX pays higher dividends than MWEFX: RWIFX (1.72) vs MWEFX (0.73). 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 (18.00). 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 : 10.96 vs. MWEFX (-4.66). RWIFX return over 5 years is better than : 45.83 vs. MWEFX (0.52).
| 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 | 9.828 | 16.342 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 137B | 2% |
| Annual Yield % from dividends | 0.73 | 1.72 | 42% |
| Returns for 1 year | -4.66 | 10.96 | -43% |
| Returns for 3 years | 1.75 | 50.71 | 3% |
| Returns for 5 years | 0.52 | 45.83 | 1% |
| Returns for 10 years | 43.71 | 76.64 | 57% |
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