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MWEHX vs RWIFX
MWEHX vs RWIFX Comparison
Open Charts MWEHX vs RWIFX
MFS Global Equity R3
Price$45.38
Change-$0.75 (-1.63%)
VolumeN/A
Net Assets2.18B
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
MWEHX vs RWIFX Comparison Chart
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MWEHX vs. RWIFX commentary
Jun 15, 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 MWEHX is a Hold and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. MWEHX (2.18B). RWIFX pays higher dividends than MWEHX: RWIFX (1.80) vs MWEHX (0.67). MWEHX was incepted earlier than RWIFX: MWEHX (20 years) vs RWIFX (23 years). MWEHX (1.18) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. MWEHX (8.00). MWEHX has a lower initial minimum investment than RWIFX: MWEHX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 6.65 vs. MWEHX (-2.71). RWIFX return over 5 years is better than : 53.30 vs. MWEHX (11.20).
| MWEHX | RWIFX | MWEHX / RWIFX | |
| Total Expense Ratio | 1.15 | 0.46 | 250% |
| Annual Report Gross Expense Ratio | 1.18 | 0.46 | 257% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 7.881 | 9.163 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 131B | 2% |
| Annual Yield % from dividends | 0.67 | 1.80 | 37% |
| Returns for 1 year | -2.71 | 6.65 | -41% |
| Returns for 3 years | 3.98 | 45.12 | 9% |
| Returns for 5 years | 11.20 | 53.30 | 21% |
| Returns for 10 years | 33.73 | 53.59 | 63% |
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