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MWOFX vs RPEBX
MWOFX vs RPEBX Comparison
Open Charts MWOFX vs RPEBX
MFS Global Growth A
Price$62.41
Change+$0.26 (+0.42%)
VolumeN/A
Net Assets972.82M
American Funds New Perspective R2E
Price$61.60
Change+$0.39 (+0.64%)
VolumeN/A
Net Assets144.81B
MWOFX vs RPEBX Comparison Chart
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MWOFX vs. RPEBX commentary
Jan 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 MWOFX is a Hold and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 145B vs. MWOFX (973M). RPEBX pays higher dividends than MWOFX: RPEBX (0.46) vs MWOFX (0.03). MWOFX was incepted earlier than RPEBX: MWOFX (31 years) vs RPEBX (10 years). MWOFX is a more actively managed with annual turnover of: 24.00 vs. RPEBX (17.00). 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 : 14.72 vs. MWOFX (8.23). RPEBX return over 5 years is better than : 29.02 vs. MWOFX (23.32).
| MWOFX | RPEBX | MWOFX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 10 years | - |
| Gain YTD | 1.315 | 2.037 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 973M | 145B | 1% |
| Annual Yield % from dividends | 0.03 | 0.46 | 7% |
| Returns for 1 year | 8.23 | 14.72 | 56% |
| Returns for 3 years | 3.41 | 1.17 | 291% |
| Returns for 5 years | 23.32 | 29.02 | 80% |
| Returns for 10 years | 88.44 | 71.73 | 123% |
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