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MWOFX vs RPEBX
MWOFX vs RPEBX Comparison
Open Charts MWOFX vs RPEBX
MFS Global Growth A
Price$63.13
Change-$0.61 (-0.96%)
VolumeN/A
Net Assets977.3M
American Funds New Perspective R2E
Price$63.11
Change-$0.77 (-1.21%)
VolumeN/A
Net Assets147.51B
MWOFX vs RPEBX Comparison Chart
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MWOFX vs. RPEBX commentary
Feb 23, 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: 148B vs. MWOFX (977M). 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 : 9.79 vs. MWOFX (3.46). RPEBX return over 5 years is better than : 31.20 vs. MWOFX (27.41).
| 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 | 2.484 | 4.539 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 977M | 148B | 1% |
| Annual Yield % from dividends | 0.03 | 0.46 | 7% |
| Returns for 1 year | 3.46 | 9.79 | 35% |
| Returns for 3 years | 9.95 | 13.14 | 76% |
| Returns for 5 years | 27.41 | 31.20 | 88% |
| Returns for 10 years | 80.51 | 67.02 | 120% |
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