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MWELX vs RWIHX
MWELX vs RWIHX Comparison
Open Charts MWELX vs RWIHX
MFS Global Equity R4
Price$43.45
Change+$0.42 (+0.98%)
VolumeN/A
Net Assets2.08B
American Funds Capital World Gr&Inc R5E
Price$62.98
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
MWELX vs RWIHX Comparison Chart
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MWELX vs. RWIHX 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 119B vs. MWELX (2.08B). RWIHX pays higher dividends than MWELX: RWIHX (1.84) vs MWELX (1.01). MWELX was incepted earlier than RWIHX: MWELX (20 years) vs RWIHX (9 years). MWELX (0.93) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. MWELX (8.00). MWELX has a lower initial minimum investment than RWIHX: MWELX (0) vs RWIHX (250). RWIHX annual gain was more profitable for investors over the last year : 1.64 vs. MWELX (-8.02). RWIHX return over 5 years is better than : 52.09 vs. MWELX (13.23).
| MWELX | RWIHX | MWELX / RWIHX | |
| Total Expense Ratio | 0.90 | 0.56 | 161% |
| Annual Report Gross Expense Ratio | 0.93 | 0.56 | 166% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | -0.784 | -0.313 | 250% |
| 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 | 1.84 | 55% |
| Returns for 1 year | -8.02 | 1.64 | -488% |
| Returns for 3 years | -15.57 | 19.07 | -82% |
| Returns for 5 years | 13.23 | 52.09 | 25% |
| Returns for 10 years | 25.52 | N/A | - |
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