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MWEIX vs RWIEX
MWEIX vs RWIEX Comparison
Open Charts MWEIX vs RWIEX
MFS Global Equity I
Price$47.28
Change-$0.37 (-0.78%)
VolumeN/A
Net Assets2.28B
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
MWEIX vs RWIEX Comparison Chart
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MWEIX vs. RWIEX 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 MWEIX is a Hold and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. MWEIX (2.28B). RWIEX pays higher dividends than MWEIX: RWIEX (1.68) vs MWEIX (0.95). MWEIX was incepted earlier than RWIEX: MWEIX (28 years) vs RWIEX (23 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. MWEIX (8.00). MWEIX has a lower initial minimum investment than RWIEX: MWEIX (0) vs RWIEX (250). RWIEX annual gain was more profitable for investors over the last year : 7.09 vs. MWEIX (-3.10). RWIEX return over 5 years is better than : 32.66 vs. MWEIX (-0.67).
| MWEIX | RWIEX | MWEIX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 5.324 | 4.325 | 123% |
| 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 | 0.95 | 1.68 | 56% |
| Returns for 1 year | -3.10 | 7.09 | -44% |
| Returns for 3 years | -12.64 | 16.55 | -76% |
| Returns for 5 years | -0.67 | 32.66 | -2% |
| Returns for 10 years | 33.12 | 44.62 | 74% |
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