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MWOFX vs RNPHX
MWOFX vs RNPHX Comparison
Open Charts MWOFX vs RNPHX
MFS Global Growth A
Price$57.95
Change-$2.02 (-3.37%)
VolumeN/A
Net Assets919.72M
American Funds New Perspective R5E
Price$58.55
Change-$2.42 (-3.97%)
VolumeN/A
Net Assets139.04B
MWOFX vs RNPHX Comparison Chart
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MWOFX vs. RNPHX commentary
Apr 04, 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 MWOFX is a Buy and RNPHX is a Hold.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 139B vs. MWOFX (920M). RNPHX pays higher dividends than MWOFX: RNPHX (0.76) vs MWOFX (0.01). MWOFX was incepted earlier than RNPHX: MWOFX (31 years) vs RNPHX (9 years). MWOFX (1.32) is less costly to investors than RNPHX (0.56). MWOFX (24.00) and RNPHX (24.00) have comparable annual turnover. RNPHX has a lower initial minimum investment than MWOFX: RNPHX (250) vs MWOFX (1000). RNPHX annual gain was more profitable for investors over the last year : 2.50 vs. MWOFX (-2.62). RNPHX return over 5 years is better than : 69.70 vs. MWOFX (57.38).
| MWOFX | RNPHX | MWOFX / RNPHX | |
| Total Expense Ratio | 1.22 | 0.56 | 218% |
| Annual Report Gross Expense Ratio | 1.32 | 0.56 | 236% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | -2.646 | -0.765 | 346% |
| Front Load | 6% | 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 | 0.01 | 0.76 | 1% |
| Returns for 1 year | -2.62 | 2.50 | -105% |
| Returns for 3 years | 0.92 | 2.81 | 33% |
| Returns for 5 years | 57.38 | 69.70 | 82% |
| Returns for 10 years | 72.75 | N/A | - |
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