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MWELX vs RWBEX
MWELX vs RWBEX Comparison
Open Charts MWELX vs RWBEX
MFS Global Equity R4
Price$47.86
Change+$0.16 (+0.34%)
VolumeN/A
Net Assets2.25B
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
MWELX vs RWBEX Comparison Chart in %
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MWELX vs. RWBEX commentary
Jul 06, 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 StrongBuy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. MWELX (2.25B). RWBEX pays higher dividends than MWELX: RWBEX (1.06) vs MWELX (0.95). 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 : 8.84 vs. MWELX (0.35). RWBEX return over 5 years is better than : 50.51 vs. MWELX (9.49).
| 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 | 10.353 | 13.307 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 136B | 2% |
| Annual Yield % from dividends | 0.95 | 1.06 | 90% |
| Returns for 1 year | 0.35 | 8.84 | 4% |
| Returns for 3 years | 5.03 | 48.49 | 10% |
| Returns for 5 years | 9.49 | 50.51 | 19% |
| Returns for 10 years | 43.75 | 59.94 | 73% |
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