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MWEMX vs RWIFX
MWEMX vs RWIFX Comparison
Open Charts MWEMX vs RWIFX
MFS Global Equity R6
Price$42.73
Change-$0.76 (-1.75%)
VolumeN/A
Net Assets2.04B
American Funds Capital World Gr&Inc R5
Price$59.76
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
MWEMX vs RWIFX Comparison Chart
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MWEMX vs. RWIFX 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 117B vs. MWEMX (2.04B). RWIFX pays higher dividends than MWEMX: RWIFX (1.93) vs MWEMX (1.08). MWEMX was incepted earlier than RWIFX: MWEMX (13 years) vs RWIFX (23 years). MWEMX (0.84) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. MWEMX (8.00). MWEMX has a lower initial minimum investment than RWIFX: MWEMX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : -3.76 vs. MWEMX (-10.56). RWIFX return over 5 years is better than : 48.33 vs. MWEMX (11.04).
| MWEMX | RWIFX | MWEMX / RWIFX | |
| Total Expense Ratio | 0.81 | 0.46 | 176% |
| Annual Report Gross Expense Ratio | 0.84 | 0.46 | 183% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -3.162 | -4.061 | 78% |
| 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 | 1.93 | 56% |
| Returns for 1 year | -10.56 | -3.76 | 281% |
| Returns for 3 years | -19.25 | 10.67 | -180% |
| Returns for 5 years | 11.04 | 48.33 | 23% |
| Returns for 10 years | 22.60 | 33.92 | 67% |
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