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MWOJX vs RPEBX
MWOJX vs RPEBX Comparison
Open Charts MWOJX vs RPEBX
MFS Global Growth R4
Price$63.72
Change-$0.61 (-0.95%)
VolumeN/A
Net Assets977.3M
American Funds New Perspective R2E
Price$63.11
Change-$0.77 (-1.21%)
VolumeN/A
Net Assets147.51B
MWOJX vs RPEBX Comparison Chart
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MWOJX 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 MWOJX is a Hold and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 148B vs. MWOJX (977M). 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 : 9.79 vs. MWOJX (3.78). RPEBX return over 5 years is better than : 31.20 vs. MWOJX (29.18).
| 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 | 2.526 | 4.539 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 977M | 148B | 1% |
| Annual Yield % from dividends | 0.25 | 0.46 | 55% |
| Returns for 1 year | 3.78 | 9.79 | 39% |
| Returns for 3 years | 10.87 | 13.14 | 83% |
| Returns for 5 years | 29.18 | 31.20 | 94% |
| Returns for 10 years | 86.08 | 67.02 | 128% |
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