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MWEIX vs RWIBX
MWEIX vs RWIBX Comparison
Open Charts MWEIX vs RWIBX
MFS Global Equity I
Price$46.17
Change+$0.09 (+0.20%)
VolumeN/A
Net Assets2.14B
American Funds Capital World Gr&Inc R2
Price$64.07
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.97B
MWEIX vs RWIBX Comparison Chart
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MWEIX vs. RWIBX commentary
May 11, 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. MWEIX (2.14B). MWEIX pays higher dividends than RWIBX: MWEIX (0.99) vs RWIBX (0.91). MWEIX was incepted earlier than RWIBX: MWEIX (28 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than MWEIX (0.93). RWIBX is a more actively managed with annual turnover of: 27.00 vs. MWEIX (8.00). MWEIX has a lower initial minimum investment than RWIBX: MWEIX (0) vs RWIBX (250). RWIBX annual gain was more profitable for investors over the last year : 1.36 vs. MWEIX (-6.68). RWIBX return over 5 years is better than : 47.10 vs. MWEIX (13.80).
| MWEIX | RWIBX | MWEIX / RWIBX | |
| Total Expense Ratio | 0.90 | 1.51 | 60% |
| Annual Report Gross Expense Ratio | 0.93 | 1.51 | 62% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 2.851 | 2.552 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 125B | 2% |
| Annual Yield % from dividends | 0.99 | 0.91 | 109% |
| Returns for 1 year | -6.68 | 1.36 | -490% |
| Returns for 3 years | -5.12 | 28.12 | -18% |
| Returns for 5 years | 13.80 | 47.10 | 29% |
| Returns for 10 years | 28.81 | 37.93 | 76% |
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