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MWEMX vs RWIAX
MWEMX vs RWIAX Comparison
Open Charts MWEMX vs RWIAX
MFS Global Equity R6
Price$42.73
Change-$0.76 (-1.75%)
VolumeN/A
Net Assets2.04B
American Funds Capital World Gr&Inc R1
Price$59.03
Change-$0.98 (-1.63%)
VolumeN/A
Net Assets116.98B
MWEMX vs RWIAX Comparison Chart
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MWEMX vs. RWIAX commentary
Apr 11, 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 MWEMX is a Hold and RWIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 117B vs. MWEMX (2.04B). MWEMX pays higher dividends than RWIAX: MWEMX (1.08) vs RWIAX (0.91). MWEMX was incepted earlier than RWIAX: MWEMX (13 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than MWEMX (0.84). RWIAX is a more actively managed with annual turnover of: 27.00 vs. MWEMX (8.00). MWEMX has a lower initial minimum investment than RWIAX: MWEMX (0) vs RWIAX (250). RWIAX annual gain was more profitable for investors over the last year : -4.81 vs. MWEMX (-10.56). RWIAX return over 5 years is better than : 43.13 vs. MWEMX (11.04).
| MWEMX | RWIAX | MWEMX / RWIAX | |
| Total Expense Ratio | 0.81 | 1.51 | 54% |
| Annual Report Gross Expense Ratio | 0.84 | 1.51 | 56% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -3.162 | -4.328 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 117B | 2% |
| Annual Yield % from dividends | 1.08 | 0.91 | 119% |
| Returns for 1 year | -10.56 | -4.81 | 219% |
| Returns for 3 years | -19.25 | 8.00 | -241% |
| Returns for 5 years | 11.04 | 43.13 | 26% |
| Returns for 10 years | 22.60 | 29.11 | 78% |
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