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MWEIX vs RWBEX
MWEIX vs RWBEX Comparison
Open Charts MWEIX vs RWBEX
MFS Global Equity I
Price$48.06
Change+$0.32 (+0.67%)
VolumeN/A
Net Assets2.19B
American Funds Capital World Gr&Inc R2E
Price$68.72
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
MWEIX vs RWBEX Comparison Chart
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MWEIX vs. RWBEX commentary
Jun 07, 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: 131B vs. MWEIX (2.19B). RWBEX pays higher dividends than MWEIX: RWBEX (1.11) vs MWEIX (0.95). 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 : 5.87 vs. MWEIX (-4.67). RWBEX return over 5 years is better than : 43.71 vs. MWEIX (5.14).
| 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 | 6.349 | 8.820 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 131B | 2% |
| Annual Yield % from dividends | 0.95 | 1.11 | 85% |
| Returns for 1 year | -4.67 | 5.87 | -80% |
| Returns for 3 years | -6.60 | 27.71 | -24% |
| Returns for 5 years | 5.14 | 43.71 | 12% |
| Returns for 10 years | 34.74 | 50.51 | 69% |
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