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MWOJX vs RPEBX
MWOJX vs RPEBX Comparison
Open Charts MWOJX vs RPEBX
MFS Global Growth R4
Price$64.47
Change+$0.51 (+0.80%)
VolumeN/A
Net Assets987.75M
American Funds New Perspective R2E
Price$62.84
Change+$0.33 (+0.53%)
VolumeN/A
Net Assets146.92B
MWOJX vs RPEBX Comparison Chart
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MWOJX vs. RPEBX commentary
Jan 24, 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 MWOJX is a Hold and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 147B vs. MWOJX (988M). RPEBX pays higher dividends than MWOJX: RPEBX (0.46) vs MWOJX (0.25). MWOJX was incepted earlier than RPEBX: MWOJX (20 years) vs RPEBX (10 years). MWOJX is a more actively managed with annual turnover of: 24.00 vs. RPEBX (17.00). MWOJX has a lower initial minimum investment than RPEBX: MWOJX (0) vs RPEBX (250). RPEBX annual gain was more profitable for investors over the last year : 15.80 vs. MWOJX (9.85). RPEBX return over 5 years is better than : 32.95 vs. MWOJX (29.79).
| MWOJX | RPEBX | MWOJX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 3.733 | 4.091 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 147B | 1% |
| Annual Yield % from dividends | 0.25 | 0.46 | 55% |
| Returns for 1 year | 9.85 | 15.80 | 62% |
| Returns for 3 years | 8.71 | 6.90 | 126% |
| Returns for 5 years | 29.79 | 32.95 | 90% |
| Returns for 10 years | 96.56 | 72.47 | 133% |
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