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MWEFX vs RWBEX
MWEFX vs RWBEX Comparison
Open Charts MWEFX vs RWBEX
MFS Global Equity A
Price$45.79
Change-$0.75 (-1.61%)
VolumeN/A
Net Assets2.18B
American Funds Capital World Gr&Inc R2E
Price$68.44
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
MWEFX vs RWBEX Comparison Chart
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MWEFX vs. RWBEX commentary
Jun 17, 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 MWEFX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 131B vs. MWEFX (2.18B). RWBEX pays higher dividends than MWEFX: RWBEX (1.11) vs MWEFX (0.74). MWEFX was incepted earlier than RWBEX: MWEFX (32 years) vs RWBEX (11 years). RWBEX (1.21) and MWEFX (1.18) have similar cost to investors . RWBEX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (8.00). RWBEX has a lower initial minimum investment than MWEFX: RWBEX (250) vs MWEFX (1000). RWBEX annual gain was more profitable for investors over the last year : 5.84 vs. MWEFX (-4.19). RWBEX return over 5 years is better than : 49.52 vs. MWEFX (9.19).
| MWEFX | RWBEX | MWEFX / RWBEX | |
| Total Expense Ratio | 1.15 | 1.21 | 95% |
| Annual Report Gross Expense Ratio | 1.18 | 1.21 | 98% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 6.143 | 8.807 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 131B | 2% |
| Annual Yield % from dividends | 0.74 | 1.11 | 66% |
| Returns for 1 year | -4.19 | 5.84 | -72% |
| Returns for 3 years | 2.05 | 42.36 | 5% |
| Returns for 5 years | 9.19 | 49.52 | 19% |
| Returns for 10 years | 29.56 | 49.42 | 60% |
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