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MWOFX vs RPEBX
MWOFX vs RPEBX Comparison
Open Charts MWOFX vs RPEBX
MFS Global Growth A
Price$57.95
Change-$2.02 (-3.37%)
VolumeN/A
Net Assets919.72M
American Funds New Perspective R2E
Price$57.43
Change-$2.38 (-3.98%)
VolumeN/A
Net Assets139.04B
MWOFX vs RPEBX Comparison Chart
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MWOFX vs. RPEBX 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 RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 139B vs. MWOFX (920M). RPEBX pays higher dividends than MWOFX: RPEBX (0.14) vs MWOFX (0.01). MWOFX was incepted earlier than RPEBX: MWOFX (31 years) vs RPEBX (11 years). MWOFX (1.32) is less costly to investors than RPEBX (1.21). MWOFX (24.00) and RPEBX (24.00) have comparable annual turnover. RPEBX has a lower initial minimum investment than MWOFX: RPEBX (250) vs MWOFX (1000). RPEBX annual gain was more profitable for investors over the last year : 1.77 vs. MWOFX (-2.62). RPEBX return over 5 years is better than : 65.32 vs. MWOFX (57.38).
| MWOFX | RPEBX | MWOFX / RPEBX | |
| Total Expense Ratio | 1.22 | 1.21 | 101% |
| Annual Report Gross Expense Ratio | 1.32 | 1.21 | 109% |
| Fund Existence | 31 years | 11 years | - |
| Gain YTD | -2.646 | -0.928 | 285% |
| 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 | 0.14 | 4% |
| Returns for 1 year | -2.62 | 1.77 | -148% |
| Returns for 3 years | 0.92 | 1.30 | 70% |
| Returns for 5 years | 57.38 | 65.32 | 88% |
| Returns for 10 years | 72.75 | 57.08 | 127% |
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