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MWOFX vs RPEBX
MWOFX vs RPEBX Comparison
Open Charts MWOFX vs RPEBX
MFS Global Growth A
Price$65.69
Change-$0.34 (-0.51%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R2E
Price$62.99
Change-$0.38 (-0.60%)
VolumeN/A
CapitalizationN/A
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MWOFX vs RPEBX Comparison Chart
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MWOFX vs. RPEBX commentary
Sep 21, 2024
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 StrongBuy and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 145B vs. MWOFX (996M). 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 : 17.52 vs. MWOFX (16.36). RPEBX (41.31) and MWOFX (41.25) have equivalent 5 years return.
| 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 | 11.107 | 14.073 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 145B | 1% |
| Annual Yield % from dividends | 0.03 | 0.46 | 7% |
| Returns for 1 year | 16.36 | 17.52 | 93% |
| Returns for 3 years | 0.70 | -7.73 | -9% |
| Returns for 5 years | 41.25 | 41.31 | 100% |
| Returns for 10 years | 87.47 | 61.11 | 143% |
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