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MWELX vs RWIFX
MWELX vs RWIFX Comparison
Open Charts MWELX vs RWIFX
MFS Global Equity R4
Price$47.68
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets2.19B
American Funds Capital World Gr&Inc R5
Price$72.84
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
MWELX vs RWIFX Comparison Chart in %
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MWELX vs. RWIFX commentary
Aug 18, 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 MWELX is a StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. MWELX (2.19B). RWIFX pays higher dividends than MWELX: RWIFX (1.72) vs MWELX (0.96). MWELX was incepted earlier than RWIFX: MWELX (20 years) vs RWIFX (23 years). MWELX (0.93) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. MWELX (18.00). MWELX has a lower initial minimum investment than RWIFX: MWELX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 11.77 vs. MWELX (-1.82). RWIFX return over 5 years is better than : 49.16 vs. MWELX (5.07).
| MWELX | RWIFX | MWELX / RWIFX | |
| Total Expense Ratio | 0.90 | 0.46 | 196% |
| Annual Report Gross Expense Ratio | 0.93 | 0.46 | 202% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 9.938 | 15.690 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 137B | 2% |
| Annual Yield % from dividends | 0.96 | 1.72 | 56% |
| Returns for 1 year | -1.82 | 11.77 | -15% |
| Returns for 3 years | -4.40 | 42.33 | -10% |
| Returns for 5 years | 5.07 | 49.16 | 10% |
| Returns for 10 years | 41.81 | 66.20 | 63% |
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