Ad is loading...
MWOCX vs RPEBX
MWOCX vs RPEBX Comparison
Open Charts MWOCX vs RPEBX
MFS Global Growth C
Price$44.87
Change-$1.56 (-3.36%)
VolumeN/A
Net Assets919.72M
American Funds New Perspective R2E
Price$57.43
Change-$2.38 (-3.98%)
VolumeN/A
Net Assets139.04B
MWOCX vs RPEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MWOCX vs. RPEBX commentary
Apr 05, 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 MWOCX is a Buy and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 139B vs. MWOCX (920M). RPEBX pays higher dividends than MWOCX: RPEBX (0.14) vs MWOCX (0.00). MWOCX was incepted earlier than RPEBX: MWOCX (31 years) vs RPEBX (11 years). MWOCX (2.07) is less costly to investors than RPEBX (1.21). MWOCX (24.00) and RPEBX (24.00) have comparable annual turnover. RPEBX has a lower initial minimum investment than MWOCX: RPEBX (250) vs MWOCX (1000). RPEBX annual gain was more profitable for investors over the last year : 1.77 vs. MWOCX (-4.68). RPEBX return over 5 years is better than : 65.32 vs. MWOCX (44.60).
| MWOCX | RPEBX | MWOCX / RPEBX | |
| Total Expense Ratio | 1.97 | 1.21 | 163% |
| Annual Report Gross Expense Ratio | 2.07 | 1.21 | 171% |
| Fund Existence | 31 years | 11 years | - |
| Gain YTD | -2.825 | -0.928 | 305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 139B | 1% |
| Annual Yield % from dividends | 0.00 | 0.14 | - |
| Returns for 1 year | -4.68 | 1.77 | -265% |
| Returns for 3 years | -4.01 | 1.30 | -308% |
| Returns for 5 years | 44.60 | 65.32 | 68% |
| Returns for 10 years | 49.63 | 57.08 | 87% |
View a ticker or compare two or three
VS
VS
Ad is loading...