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MWEIX vs RWIFX
MWEIX vs RWIFX Comparison
Open Charts MWEIX vs RWIFX
MFS Global Equity I
Price$44.03
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets2.07B
American Funds Capital World Gr&Inc R5
Price$61.62
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets118.23B
MWEIX vs RWIFX Comparison Chart
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MWEIX vs. RWIFX commentary
Apr 16, 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: 118B vs. MWEIX (2.07B). RWIFX pays higher dividends than MWEIX: RWIFX (1.93) 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 : -0.24 vs. MWEIX (-7.56). RWIFX return over 5 years is better than : 49.98 vs. MWEIX (13.94).
| 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 | -1.871 | -2.687 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 118B | 2% |
| Annual Yield % from dividends | 0.99 | 1.93 | 51% |
| Returns for 1 year | -7.56 | -0.24 | 3,178% |
| Returns for 3 years | -19.46 | 12.45 | -156% |
| Returns for 5 years | 13.94 | 49.98 | 28% |
| Returns for 10 years | 24.36 | 36.09 | 67% |
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