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MWEIX vs RWIEX
MWEIX vs RWIEX Comparison
Open Charts MWEIX vs RWIEX
MFS Global Equity I
Price$46.17
Change+$0.09 (+0.20%)
VolumeN/A
Net Assets2.14B
American Funds Capital World Gr&Inc R4
Price$64.95
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
MWEIX vs RWIEX Comparison Chart
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MWEIX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. MWEIX (2.14B). RWIEX pays higher dividends than MWEIX: RWIEX (1.61) vs MWEIX (0.99). MWEIX was incepted earlier than RWIEX: MWEIX (28 years) vs RWIEX (23 years). MWEIX (0.93) is less costly to investors than RWIEX (0.76). 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 : 2.20 vs. MWEIX (-6.86). RWIEX return over 5 years is better than : 50.99 vs. MWEIX (13.58).
| MWEIX | RWIEX | MWEIX / RWIEX | |
| Total Expense Ratio | 0.90 | 0.76 | 118% |
| Annual Report Gross Expense Ratio | 0.93 | 0.76 | 122% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 2.651 | 2.832 | 94% |
| 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 | 1.61 | 61% |
| Returns for 1 year | -6.86 | 2.20 | -313% |
| Returns for 3 years | -5.31 | 30.44 | -17% |
| Returns for 5 years | 13.58 | 50.99 | 27% |
| Returns for 10 years | 28.55 | 41.81 | 68% |