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MWEIX vs RWIFX
MWEIX vs RWIFX Comparison
Open Charts MWEIX vs RWIFX
MFS Global Equity I
Price$47.95
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets2.17B
American Funds Capital World Gr&Inc R5
Price$70.49
Change+$0.79 (+1.13%)
VolumeN/A
Net Assets132.68B
MWEIX vs RWIFX Comparison Chart in %
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MWEIX vs. RWIFX commentary
Jun 27, 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 133B vs. MWEIX (2.17B). RWIFX pays higher dividends than MWEIX: RWIFX (1.80) vs MWEIX (0.95). MWEIX was incepted earlier than RWIFX: MWEIX (29 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 : 9.46 vs. MWEIX (-2.75). RWIFX return over 5 years is better than : 57.49 vs. MWEIX (11.96).
| MWEIX | RWIFX | MWEIX / RWIFX | |
| Total Expense Ratio | 0.90 | 0.46 | 196% |
| Annual Report Gross Expense Ratio | 0.93 | 0.46 | 202% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 6.260 | 11.958 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 133B | 2% |
| Annual Yield % from dividends | 0.95 | 1.80 | 53% |
| Returns for 1 year | -2.75 | 9.46 | -29% |
| Returns for 3 years | 0.08 | 46.00 | 0% |
| Returns for 5 years | 11.96 | 57.49 | 21% |
| Returns for 10 years | 35.52 | 61.35 | 58% |
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