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MWEHX vs RWIFX
MWEHX vs RWIFX Comparison
Open Charts MWEHX vs RWIFX
MFS Global Equity R3
Price$44.91
Change-$0.65 (-1.43%)
VolumeN/A
Net Assets2.21B
American Funds Capital World Gr&Inc R5
Price$67.17
Change-$0.71 (-1.05%)
VolumeN/A
Net Assets129.86B
MWEHX vs RWIFX Comparison Chart
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MWEHX vs. RWIFX commentary
May 22, 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: 130B vs. MWEHX (2.21B). RWIFX pays higher dividends than MWEHX: RWIFX (1.91) vs MWEHX (0.70). 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 : 3.32 vs. MWEHX (-5.57). RWIFX return over 5 years is better than : 56.14 vs. MWEHX (15.18).
| 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 | 6.548 | 6.077 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 130B | 2% |
| Annual Yield % from dividends | 0.70 | 1.91 | 36% |
| Returns for 1 year | -5.57 | 3.32 | -168% |
| Returns for 3 years | -3.35 | 32.97 | -10% |
| Returns for 5 years | 15.18 | 56.14 | 27% |
| Returns for 10 years | 29.86 | 45.85 | 65% |
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