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MWFAX vs REBGX
MWFAX vs REBGX Comparison
Open Charts MWFAX vs REBGX
NYLI Equity ETF Allocation
Price$17.71
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets130.09M
American Funds Global Growth Port R2E
Price$26.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.06B
MWFAX vs REBGX Comparison Chart in %
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MWFAX vs. REBGX commentary
Oct 19, 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: 7.06B vs. MWFAX (130M). MWFAX pays higher dividends than REBGX: MWFAX (0.99) 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 : 12.73 vs. MWFAX (10.88). MWFAX return over 5 years is better than : 65.90 vs. REBGX (36.99).
| 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 | 14.628 | 18.935 | 77% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 7.06B | 2% |
| Annual Yield % from dividends | 0.99 | 0.00 | - |
| Returns for 1 year | 10.88 | 12.73 | 86% |
| Returns for 3 years | 62.52 | 59.22 | 106% |
| Returns for 5 years | 65.90 | 36.99 | 178% |
| Returns for 10 years | N/A | 86.12 | - |
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