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MWELX vs RWIHX
MWELX vs RWIHX Comparison
Open Charts MWELX vs RWIHX
MFS Global Equity R4
Price$45.48
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets2.18B
American Funds Capital World Gr&Inc R5E
Price$66.95
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
MWELX vs RWIHX Comparison Chart
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MWELX vs. RWIHX commentary
May 23, 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: 128B vs. MWELX (2.18B). RWIHX pays higher dividends than MWELX: RWIHX (1.82) vs MWELX (1.01). MWELX was incepted earlier than RWIHX: MWELX (20 years) vs RWIHX (10 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 : 3.67 vs. MWELX (-6.02). RWIHX return over 5 years is better than : 55.47 vs. MWELX (15.46).
| 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 | 10 years | - |
| Gain YTD | 5.142 | 5.971 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 128B | 2% |
| Annual Yield % from dividends | 1.01 | 1.82 | 56% |
| Returns for 1 year | -6.02 | 3.67 | -164% |
| Returns for 3 years | -5.36 | 30.67 | -17% |
| Returns for 5 years | 15.46 | 55.47 | 28% |
| Returns for 10 years | 31.90 | N/A | - |
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