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MWOKX vs RPEBX
MWOKX vs RPEBX Comparison
Open Charts MWOKX vs RPEBX
MFS Global Growth R6
Price$68.36
Change-$0.35 (-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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MWOKX vs RPEBX Comparison Chart
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MWOKX 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 MWOKX is a StrongBuy and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 145B vs. MWOKX (996M). RPEBX pays higher dividends than MWOKX: RPEBX (0.46) vs MWOKX (0.30). MWOKX was incepted earlier than RPEBX: MWOKX (12 years) vs RPEBX (10 years). MWOKX is a more actively managed with annual turnover of: 24.00 vs. RPEBX (17.00). MWOKX has a lower initial minimum investment than RPEBX: MWOKX (0) vs RPEBX (250). RPEBX (17.52) and MWOKX (16.84) have marching annual gain over last year. MWOKX return over 5 years is better than : 44.35 vs. RPEBX (41.31).
| MWOKX | RPEBX | MWOKX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 11.374 | 14.073 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 145B | 1% |
| Annual Yield % from dividends | 0.30 | 0.46 | 66% |
| Returns for 1 year | 16.84 | 17.52 | 96% |
| Returns for 3 years | 2.10 | -7.73 | -27% |
| Returns for 5 years | 44.35 | 41.31 | 107% |
| Returns for 10 years | 94.23 | 61.11 | 154% |
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