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MWOGX vs RPEBX
MWOGX vs RPEBX Comparison
Open Charts MWOGX vs RPEBX
MFS Global Growth R1
Price$45.74
Change-$0.63 (-1.36%)
VolumeN/A
Net Assets925.24M
American Funds New Perspective R2E
Price$59.10
Change-$0.83 (-1.38%)
VolumeN/A
Net Assets139.53B
MWOGX vs RPEBX Comparison Chart
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MWOGX vs. RPEBX commentary
Mar 14, 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 MWOGX is a Buy and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 140B vs. MWOGX (925M). RPEBX pays higher dividends than MWOGX: RPEBX (0.13) vs MWOGX (0.00). MWOGX was incepted earlier than RPEBX: MWOGX (20 years) vs RPEBX (11 years). MWOGX (2.07) is less costly to investors than RPEBX (1.21). MWOGX (24.00) and RPEBX (24.00) have comparable annual turnover. MWOGX has a lower initial minimum investment than RPEBX: MWOGX (0) vs RPEBX (250). RPEBX annual gain was more profitable for investors over the last year : 2.30 vs. MWOGX (-5.79). RPEBX return over 5 years is better than : 55.85 vs. MWOGX (34.01).
| MWOGX | RPEBX | MWOGX / RPEBX | |
| Total Expense Ratio | 1.97 | 1.21 | 163% |
| Annual Report Gross Expense Ratio | 2.07 | 1.21 | 171% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | -2.729 | -0.729 | 374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 925M | 140B | 1% |
| Annual Yield % from dividends | 0.00 | 0.13 | - |
| Returns for 1 year | -5.79 | 2.30 | -251% |
| Returns for 3 years | 4.32 | 13.63 | 32% |
| Returns for 5 years | 34.01 | 55.85 | 61% |
| Returns for 10 years | 53.70 | 61.75 | 87% |
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