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MWEIX vs RWIFX
MWEIX vs RWIFX Comparison
Open Charts MWEIX vs RWIFX
MFS Global Equity I
Price$46.17
Change+$0.09 (+0.20%)
VolumeN/A
Net Assets2.14B
American Funds Capital World Gr&Inc R5
Price$65.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
MWEIX vs RWIFX Comparison Chart
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MWEIX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. MWEIX (2.14B). RWIFX pays higher dividends than MWEIX: RWIFX (1.91) vs MWEIX (0.99). MWEIX was incepted earlier than RWIFX: MWEIX (28 years) vs RWIFX (23 years). MWEIX (0.93) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. MWEIX (8.00). MWEIX has a lower initial minimum investment than RWIFX: MWEIX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 2.53 vs. MWEIX (-6.68). RWIFX return over 5 years is better than : 52.57 vs. MWEIX (13.80).
| MWEIX | RWIFX | MWEIX / RWIFX | |
| Total Expense Ratio | 0.90 | 0.46 | 196% |
| Annual Report Gross Expense Ratio | 0.93 | 0.46 | 202% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 2.851 | 2.950 | 97% |
| 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 | 1.91 | 52% |
| Returns for 1 year | -6.68 | 2.53 | -264% |
| Returns for 3 years | -5.12 | 31.36 | -16% |
| Returns for 5 years | 13.80 | 52.57 | 26% |
| Returns for 10 years | 28.81 | 43.36 | 66% |
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