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MWELX vs RWIEX
MWELX vs RWIEX Comparison
Open Charts MWELX vs RWIEX
MFS Global Equity R4
Price$50.06
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$67.75
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
MWELX vs RWIEX Comparison Chart
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MWELX vs. RWIEX commentary
Nov 22, 2024
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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 126B vs. MWELX (2.39B). RWIEX pays higher dividends than MWELX: RWIEX (1.68) vs MWELX (0.95). MWELX was incepted earlier than RWIEX: MWELX (20 years) vs RWIEX (22 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. MWELX (8.00). MWELX has a lower initial minimum investment than RWIEX: MWELX (0) vs RWIEX (250). RWIEX annual gain was more profitable for investors over the last year : 18.83 vs. MWELX (5.59). RWIEX return over 5 years is better than : 40.80 vs. MWELX (11.17).
| MWELX | RWIEX | MWELX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | 7.448 | 14.319 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 126B | 2% |
| Annual Yield % from dividends | 0.95 | 1.68 | 56% |
| Returns for 1 year | 5.59 | 18.83 | 30% |
| Returns for 3 years | -15.72 | 6.14 | -256% |
| Returns for 5 years | 11.17 | 40.80 | 27% |
| Returns for 10 years | 49.92 | 49.81 | 100% |