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MWEFX vs RWIHX
MWEFX vs RWIHX Comparison
Open Charts MWEFX vs RWIHX
MFS Global Equity A
Price$42.07
Change+$0.22 (+0.53%)
VolumeN/A
Net Assets2.05B
American Funds Capital World Gr&Inc R5E
Price$60.86
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
MWEFX vs RWIHX Comparison Chart
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MWEFX vs. RWIHX 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 117B vs. MWEFX (2.05B). RWIHX pays higher dividends than MWEFX: RWIHX (1.84) vs MWEFX (0.76). MWEFX was incepted earlier than RWIHX: MWEFX (32 years) vs RWIHX (9 years). MWEFX (1.18) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (8.00). RWIHX has a lower initial minimum investment than MWEFX: RWIHX (250) vs MWEFX (1000). RWIHX annual gain was more profitable for investors over the last year : -0.72 vs. MWEFX (-8.29). RWIHX return over 5 years is better than : 44.58 vs. MWEFX (7.27).
| MWEFX | RWIHX | MWEFX / RWIHX | |
| Total Expense Ratio | 1.15 | 0.56 | 205% |
| Annual Report Gross Expense Ratio | 1.18 | 0.56 | 211% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -2.480 | -3.669 | 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 | 1.84 | 42% |
| Returns for 1 year | -8.29 | -0.72 | 1,146% |
| Returns for 3 years | -18.89 | 11.46 | -165% |
| Returns for 5 years | 7.27 | 44.58 | 16% |
| Returns for 10 years | 19.20 | N/A | - |