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MWELX vs RWBEX
MWELX vs RWBEX Comparison
Open Charts MWELX vs RWBEX
MFS Global Equity R4
Price$45.48
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets2.18B
American Funds Capital World Gr&Inc R2E
Price$66.76
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
MWELX vs RWBEX Comparison Chart
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MWELX vs. RWBEX commentary
May 23, 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 MWELX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. MWELX (2.18B). RWBEX pays higher dividends than MWELX: RWBEX (1.18) vs MWELX (1.01). MWELX was incepted earlier than RWBEX: MWELX (20 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than MWELX (0.93). RWBEX is a more actively managed with annual turnover of: 27.00 vs. MWELX (8.00). MWELX has a lower initial minimum investment than RWBEX: MWELX (0) vs RWBEX (250). RWBEX annual gain was more profitable for investors over the last year : 2.99 vs. MWELX (-6.02). RWBEX return over 5 years is better than : 52.17 vs. MWELX (15.46).
| MWELX | RWBEX | MWELX / RWBEX | |
| Total Expense Ratio | 0.90 | 1.21 | 74% |
| Annual Report Gross Expense Ratio | 0.93 | 1.21 | 77% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 5.142 | 5.716 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 128B | 2% |
| Annual Yield % from dividends | 1.01 | 1.18 | 86% |
| Returns for 1 year | -6.02 | 2.99 | -202% |
| Returns for 3 years | -5.36 | 28.76 | -19% |
| Returns for 5 years | 15.46 | 52.17 | 30% |
| Returns for 10 years | 31.90 | 41.77 | 76% |
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