Interact to see
Advertisement
Advertisement
MWEFX vs RWIFX
MWEFX vs RWIFX Comparison
Open Charts MWEFX vs RWIFX
MFS Global Equity A
Price$41.09
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets1.84B
American Funds Capital World Gr&Inc R5
Price$74.19
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
MWEFX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MWEFX vs. RWIFX commentary
Jan 15, 2026
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 StrongBuy and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. MWEFX (1.84B). RWIFX pays higher dividends than MWEFX: RWIFX (1.78) vs MWEFX (0.76). MWEFX was incepted earlier than RWIFX: MWEFX (32 years) vs RWIFX (24 years). MWEFX (1.18) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (18.00). RWIFX has a lower initial minimum investment than MWEFX: RWIFX (250) vs MWEFX (1000). RWIFX annual gain was more profitable for investors over the last year : 19.98 vs. MWEFX (-3.40). RWIFX return over 5 years is better than : 31.93 vs. MWEFX (-20.79).
| MWEFX | RWIFX | MWEFX / RWIFX | |
| Total Expense Ratio | 1.15 | 0.46 | 250% |
| Annual Report Gross Expense Ratio | 1.18 | 0.46 | 257% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 2.012 | 3.985 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 142B | 1% |
| Annual Yield % from dividends | 0.76 | 1.78 | 43% |
| Returns for 1 year | -3.40 | 19.98 | -17% |
| Returns for 3 years | -11.09 | 45.19 | -25% |
| Returns for 5 years | -20.79 | 31.93 | -65% |
| Returns for 10 years | 37.36 | 102.53 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MFUT | 17.44 | 0.14 | +0.83% |
| Cambria Chesapeake Pure Trend ETF | |||
| UMDD | 29.40 | 0.12 | +0.41% |
| ProShares UltraPro MidCap400 | |||
| QAI | 34.20 | -0.01 | -0.04% |
| NYLI Hedge Multi-Strategy Tracker ETF | |||
| JEPQ | 59.17 | -0.08 | -0.14% |
| JPMorgan Nasdaq Equity Premium Inc ETF | |||
| NZAC | 43.42 | -0.30 | -0.70% |
| SPDR® MSCI ACWI Climate Paris AlignedETF | |||