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MWFAX vs REBGX
MWFAX vs REBGX Comparison
Open Charts MWFAX vs REBGX
NYLI Equity ETF Allocation
Price$17.49
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets129.5M
American Funds Global Growth Port R2E
Price$26.18
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets6.93B
MWFAX vs REBGX Comparison Chart in %
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MWFAX vs. REBGX commentary
Nov 20, 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 MWFAX is a Hold and REBGX is a Hold.
FUNDAMENTALS
Fundamentals
REBGX has more cash in the bank: 6.93B vs. MWFAX (130M). MWFAX pays higher dividends than REBGX: MWFAX (0.97) vs REBGX (0.00). MWFAX was incepted earlier than REBGX: MWFAX (5 years) vs REBGX (11 years). REBGX (1.25) is less costly to investors than MWFAX (0.82). REBGX has a lower initial minimum investment than MWFAX: REBGX (250) vs MWFAX (2500). REBGX annual gain was more profitable for investors over the last year : 12.70 vs. MWFAX (9.64). MWFAX return over 5 years is better than : 56.95 vs. REBGX (29.15).
| MWFAX | REBGX | MWFAX / REBGX | |
| Total Expense Ratio | 0.82 | 1.25 | 66% |
| Annual Report Gross Expense Ratio | 0.82 | 1.25 | 66% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 13.204 | 17.189 | 77% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 6.93B | 2% |
| Annual Yield % from dividends | 0.97 | 0.00 | - |
| Returns for 1 year | 9.64 | 12.70 | 76% |
| Returns for 3 years | 48.99 | 46.00 | 106% |
| Returns for 5 years | 56.95 | 29.15 | 195% |
| Returns for 10 years | N/A | 79.27 | - |
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