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MWOIX vs RPEBX
MWOIX vs RPEBX Comparison
Open Charts MWOIX vs RPEBX
MFS Global Growth I
Price$62.72
Change+$0.27 (+0.43%)
VolumeN/A
Net Assets900.95M
American Funds New Perspective R2E
Price$61.53
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
MWOIX vs RPEBX Comparison Chart
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MWOIX vs. RPEBX commentary
May 09, 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 MWOIX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 142B vs. MWOIX (901M). MWOIX pays higher dividends than RPEBX: MWOIX (0.25) vs RPEBX (0.14). MWOIX was incepted earlier than RPEBX: MWOIX (28 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than MWOIX (1.07). MWOIX (24.00) and RPEBX (24.00) have comparable annual turnover. MWOIX has a lower initial minimum investment than RPEBX: MWOIX (0) vs RPEBX (250). RPEBX annual gain was more profitable for investors over the last year : 5.09 vs. MWOIX (-1.98). RPEBX return over 5 years is better than : 43.41 vs. MWOIX (37.51).
| MWOIX | RPEBX | MWOIX / RPEBX | |
| Total Expense Ratio | 0.97 | 1.21 | 80% |
| Annual Report Gross Expense Ratio | 1.07 | 1.21 | 88% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | -2.437 | 1.921 | -127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 142B | 1% |
| Annual Yield % from dividends | 0.25 | 0.14 | 186% |
| Returns for 1 year | -1.98 | 5.09 | -39% |
| Returns for 3 years | 17.33 | 26.87 | 64% |
| Returns for 5 years | 37.51 | 43.41 | 86% |
| Returns for 10 years | 75.40 | 58.18 | 130% |
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