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MWEIX vs RWBEX
MWEIX vs RWBEX Comparison
Open Charts MWEIX vs RWBEX
MFS Global Equity I
Price$49.53
Change+$0.17 (+0.34%)
VolumeN/A
Net Assets2.25B
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
MWEIX vs RWBEX Comparison Chart in %
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MWEIX vs. RWBEX commentary
Jul 07, 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 MWEIX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. MWEIX (2.25B). RWBEX pays higher dividends than MWEIX: RWBEX (1.06) vs MWEIX (0.93). MWEIX was incepted earlier than RWBEX: MWEIX (29 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than MWEIX (0.93). RWBEX is a more actively managed with annual turnover of: 27.00 vs. MWEIX (8.00). MWEIX has a lower initial minimum investment than RWBEX: MWEIX (0) vs RWBEX (250). RWBEX annual gain was more profitable for investors over the last year : 8.84 vs. MWEIX (0.72). RWBEX return over 5 years is better than : 50.51 vs. MWEIX (10.62).
| MWEIX | RWBEX | MWEIX / RWBEX | |
| Total Expense Ratio | 0.90 | 1.21 | 74% |
| Annual Report Gross Expense Ratio | 0.93 | 1.21 | 77% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 10.336 | 13.307 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 136B | 2% |
| Annual Yield % from dividends | 0.93 | 1.06 | 88% |
| Returns for 1 year | 0.72 | 8.84 | 8% |
| Returns for 3 years | 5.12 | 48.49 | 11% |
| Returns for 5 years | 10.62 | 50.51 | 21% |
| Returns for 10 years | 41.78 | 59.94 | 70% |
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