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MWEIX vs RWIFX
MWEIX vs RWIFX Comparison
Open Charts MWEIX vs RWIFX
MFS Global Equity I
Price$48.06
Change+$0.32 (+0.67%)
VolumeN/A
Net Assets2.19B
American Funds Capital World Gr&Inc R5
Price$69.13
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
MWEIX vs RWIFX Comparison Chart
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MWEIX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. MWEIX (2.19B). RWIFX pays higher dividends than MWEIX: RWIFX (1.80) vs MWEIX (0.95). 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 : 6.69 vs. MWEIX (-4.67). RWIFX return over 5 years is better than : 47.37 vs. MWEIX (5.14).
| 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 | 6.349 | 9.173 | 69% |
| 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 | 1.80 | 53% |
| Returns for 1 year | -4.67 | 6.69 | -70% |
| Returns for 3 years | -6.60 | 29.94 | -22% |
| Returns for 5 years | 5.14 | 47.37 | 11% |
| Returns for 10 years | 34.74 | 54.73 | 63% |
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