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MGWRX vs RPEBX
MGWRX vs RPEBX Comparison
Open Charts MGWRX vs RPEBX
MFS Global Growth R2
Price$58.55
Change-$1.05 (-1.76%)
VolumeN/A
Net Assets914.11M
American Funds New Perspective R2E
Price$65.47
Change-$0.78 (-1.18%)
VolumeN/A
Net Assets150.58B
MGWRX vs RPEBX Comparison Chart
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MGWRX vs. RPEBX commentary
Jun 16, 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 MGWRX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 151B vs. MGWRX (914M). RPEBX pays higher dividends than MGWRX: RPEBX (0.13) vs MGWRX (0.00). MGWRX was incepted earlier than RPEBX: MGWRX (22 years) vs RPEBX (11 years). MGWRX (1.57) is less costly to investors than RPEBX (1.21). MGWRX (24.00) and RPEBX (24.00) have comparable annual turnover. MGWRX has a lower initial minimum investment than RPEBX: MGWRX (0) vs RPEBX (250). RPEBX annual gain was more profitable for investors over the last year : 8.29 vs. MGWRX (-1.41). RPEBX return over 5 years is better than : 45.01 vs. MGWRX (30.52).
| MGWRX | RPEBX | MGWRX / RPEBX | |
| Total Expense Ratio | 1.47 | 1.21 | 121% |
| Annual Report Gross Expense Ratio | 1.57 | 1.21 | 130% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 0.757 | 8.448 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 151B | 1% |
| Annual Yield % from dividends | 0.00 | 0.13 | - |
| Returns for 1 year | -1.41 | 8.29 | -17% |
| Returns for 3 years | 24.26 | 41.34 | 59% |
| Returns for 5 years | 30.52 | 45.01 | 68% |
| Returns for 10 years | 71.58 | 70.57 | 101% |
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