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MWELX vs RWBEX
MWELX vs RWBEX Comparison
Open Charts MWELX vs RWBEX
MFS Global Equity R4
Price$43.45
Change+$0.42 (+0.98%)
VolumeN/A
Net Assets2.08B
American Funds Capital World Gr&Inc R2E
Price$62.83
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
MWELX vs RWBEX Comparison Chart
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MWELX vs. RWBEX commentary
Apr 25, 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: 119B vs. MWELX (2.08B). RWBEX pays higher dividends than MWELX: RWBEX (1.19) 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 : 0.99 vs. MWELX (-8.02). RWBEX return over 5 years is better than : 48.85 vs. MWELX (13.23).
| 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 | -0.784 | -0.507 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 119B | 2% |
| Annual Yield % from dividends | 1.01 | 1.19 | 85% |
| Returns for 1 year | -8.02 | 0.99 | -811% |
| Returns for 3 years | -15.57 | 17.35 | -90% |
| Returns for 5 years | 13.23 | 48.85 | 27% |
| Returns for 10 years | 25.52 | 33.56 | 76% |