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MWELX vs RWIFX
MWELX vs RWIFX Comparison
Open Charts MWELX vs RWIFX
MFS Global Equity R4
Price$47.97
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets2.17B
American Funds Capital World Gr&Inc R5
Price$73.64
Change+$0.34 (+0.46%)
VolumeN/A
Net Assets137.57B
MWELX vs RWIFX Comparison Chart in %
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MWELX vs. RWIFX commentary
Sep 09, 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: 138B vs. MWELX (2.17B). RWIFX pays higher dividends than MWELX: RWIFX (1.69) vs MWELX (0.94). 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 : 15.96 vs. MWELX (-1.98). RWIFX return over 5 years is better than : 50.11 vs. MWELX (3.99).
| 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 | 10.606 | 16.961 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 138B | 2% |
| Annual Yield % from dividends | 0.94 | 1.69 | 56% |
| Returns for 1 year | -1.98 | 15.96 | -12% |
| Returns for 3 years | 2.58 | 50.60 | 5% |
| Returns for 5 years | 3.99 | 50.11 | 8% |
| Returns for 10 years | 52.00 | 78.35 | 66% |
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