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MWOKX vs RPEBX
MWOKX vs RPEBX Comparison
Open Charts MWOKX vs RPEBX
MFS Global Growth R6
Price$62.46
Change-$0.54 (-0.86%)
VolumeN/A
Net Assets933.54M
American Funds New Perspective R2E
Price$59.46
Change-$0.10 (-0.17%)
VolumeN/A
Net Assets138.77B
MWOKX vs RPEBX Comparison Chart
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MWOKX vs. RPEBX commentary
Mar 12, 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 MWOKX is a Hold and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 139B vs. MWOKX (934M). MWOKX pays higher dividends than RPEBX: MWOKX (0.32) vs RPEBX (0.13). MWOKX was incepted earlier than RPEBX: MWOKX (12 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than MWOKX (0.99). MWOKX (24.00) and RPEBX (24.00) have comparable annual turnover. MWOKX has a lower initial minimum investment than RPEBX: MWOKX (0) vs RPEBX (250). RPEBX annual gain was more profitable for investors over the last year : 2.66 vs. MWOKX (-1.28). RPEBX return over 5 years is better than : 65.95 vs. MWOKX (61.47).
| MWOKX | RPEBX | MWOKX / RPEBX | |
| Total Expense Ratio | 0.90 | 1.21 | 74% |
| Annual Report Gross Expense Ratio | 0.99 | 1.21 | 82% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | -1.685 | -1.507 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 934M | 139B | 1% |
| Annual Yield % from dividends | 0.32 | 0.13 | 239% |
| Returns for 1 year | -1.28 | 2.66 | -48% |
| Returns for 3 years | 12.21 | 12.74 | 96% |
| Returns for 5 years | 61.47 | 65.95 | 93% |
| Returns for 10 years | 85.86 | 60.48 | 142% |