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MWEIX vs RWBEX
MWEIX vs RWBEX Comparison
Open Charts MWEIX vs RWBEX
MFS Global Equity I
Price$44.03
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets2.07B
American Funds Capital World Gr&Inc R2E
Price$61.32
Change+$0.18 (+0.29%)
VolumeN/A
Net Assets118.23B
MWEIX vs RWBEX Comparison Chart
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MWEIX vs. RWBEX commentary
Apr 16, 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 MWEIX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 118B vs. MWEIX (2.07B). RWBEX pays higher dividends than MWEIX: RWBEX (1.19) vs MWEIX (0.99). MWEIX was incepted earlier than RWBEX: MWEIX (28 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than MWEIX (0.93). RWBEX is a more actively managed with annual turnover of: 27.00 vs. MWEIX (8.00). MWEIX has a lower initial minimum investment than RWBEX: MWEIX (0) vs RWBEX (250). RWBEX annual gain was more profitable for investors over the last year : -1.00 vs. MWEIX (-7.56). RWBEX return over 5 years is better than : 46.24 vs. MWEIX (13.94).
| MWEIX | RWBEX | MWEIX / RWBEX | |
| Total Expense Ratio | 0.90 | 1.21 | 74% |
| Annual Report Gross Expense Ratio | 0.93 | 1.21 | 77% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | -1.871 | -2.898 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 118B | 2% |
| Annual Yield % from dividends | 0.99 | 1.19 | 83% |
| Returns for 1 year | -7.56 | -1.00 | 757% |
| Returns for 3 years | -19.46 | 10.52 | -185% |
| Returns for 5 years | 13.94 | 46.24 | 30% |
| Returns for 10 years | 24.36 | 32.38 | 75% |
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