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MWEHX vs RWIFX
MWEHX vs RWIFX Comparison
Open Charts MWEHX vs RWIFX
MFS Global Equity R3
Price$45.02
Change-$0.35 (-0.77%)
VolumeN/A
Net Assets2.28B
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
MWEHX vs RWIFX Comparison Chart
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MWEHX vs. RWIFX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. MWEHX (2.28B). RWIFX pays higher dividends than MWEHX: RWIFX (1.94) vs MWEHX (0.72). MWEHX was incepted earlier than RWIFX: MWEHX (20 years) vs RWIFX (23 years). 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 : 7.41 vs. MWEHX (-3.10). RWIFX return over 5 years is better than : 33.89 vs. MWEHX (-1.79).
| MWEHX | RWIFX | MWEHX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 6.104 | 4.358 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 128B | 2% |
| Annual Yield % from dividends | 0.72 | 1.94 | 37% |
| Returns for 1 year | -3.10 | 7.41 | -42% |
| Returns for 3 years | -13.00 | 17.26 | -75% |
| Returns for 5 years | -1.79 | 33.89 | -5% |
| Returns for 10 years | 32.03 | 46.04 | 70% |
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