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MWELX vs RWIEX
MWELX vs RWIEX Comparison
Open Charts MWELX vs RWIEX
MFS Global Equity R4
Price$43.04
Change-$1.24 (-2.80%)
VolumeN/A
Net Assets2.16B
American Funds Capital World Gr&Inc R4
Price$61.48
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
MWELX vs RWIEX Comparison Chart
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MWELX vs. RWIEX commentary
Apr 04, 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 123B vs. MWELX (2.16B). RWIEX pays higher dividends than MWELX: RWIEX (1.63) vs MWELX (1.01). MWELX was incepted earlier than RWIEX: MWELX (20 years) vs RWIEX (23 years). MWELX (0.93) is less costly to investors than RWIEX (0.76). 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 : 0.23 vs. MWELX (-7.84). RWIEX return over 5 years is better than : 68.33 vs. MWELX (29.24).
| MWELX | RWIEX | MWELX / RWIEX | |
| Total Expense Ratio | 0.90 | 0.76 | 118% |
| Annual Report Gross Expense Ratio | 0.93 | 0.76 | 122% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 2.098 | 0.869 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 123B | 2% |
| Annual Yield % from dividends | 1.01 | 1.63 | 62% |
| Returns for 1 year | -7.84 | 0.23 | -3,429% |
| Returns for 3 years | -17.03 | 11.51 | -148% |
| Returns for 5 years | 29.24 | 68.33 | 43% |
| Returns for 10 years | 30.53 | 41.09 | 74% |
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