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MWEHX vs RWIFX
MWEHX vs RWIFX Comparison
Open Charts MWEHX vs RWIFX
MFS Global Equity R3
Price$42.80
Change+$0.41 (+0.97%)
VolumeN/A
Net Assets2.08B
American Funds Capital World Gr&Inc R5
Price$63.14
Change+$0.99 (+1.59%)
VolumeN/A
Net Assets119.48B
MWEHX vs RWIFX Comparison Chart
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MWEHX vs. RWIFX commentary
Apr 26, 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 Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 119B vs. MWEHX (2.08B). RWIFX pays higher dividends than MWEHX: RWIFX (1.93) vs MWEHX (0.69). 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 : 1.75 vs. MWEHX (-8.39). RWIFX return over 5 years is better than : 52.63 vs. MWEHX (11.34).
| 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 | -0.865 | -0.287 | 302% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 119B | 2% |
| Annual Yield % from dividends | 0.69 | 1.93 | 36% |
| Returns for 1 year | -8.39 | 1.75 | -478% |
| Returns for 3 years | -16.50 | 19.37 | -85% |
| Returns for 5 years | 11.34 | 52.63 | 22% |
| Returns for 10 years | 21.83 | 37.29 | 59% |