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MWELX vs RWIHX
MWELX vs RWIHX Comparison
Open Charts MWELX vs RWIHX
MFS Global Equity R4
Price$46.09
Change-$0.76 (-1.62%)
VolumeN/A
Net Assets2.18B
American Funds Capital World Gr&Inc R5E
Price$68.56
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
MWELX vs RWIHX Comparison Chart
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MWELX vs. RWIHX commentary
Jun 16, 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 Buy and RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 131B vs. MWELX (2.18B). RWIHX pays higher dividends than MWELX: RWIHX (1.72) vs MWELX (0.97). MWELX was incepted earlier than RWIHX: MWELX (20 years) vs RWIHX (10 years). MWELX (0.93) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. MWELX (8.00). MWELX has a lower initial minimum investment than RWIHX: MWELX (0) vs RWIHX (250). RWIHX annual gain was more profitable for investors over the last year : 6.53 vs. MWELX (-3.90). RWIHX return over 5 years is better than : 52.74 vs. MWELX (11.26).
| MWELX | RWIHX | MWELX / RWIHX | |
| Total Expense Ratio | 0.90 | 0.56 | 161% |
| Annual Report Gross Expense Ratio | 0.93 | 0.56 | 166% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 6.272 | 9.118 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 131B | 2% |
| Annual Yield % from dividends | 0.97 | 1.72 | 57% |
| Returns for 1 year | -3.90 | 6.53 | -60% |
| Returns for 3 years | 3.44 | 44.72 | 8% |
| Returns for 5 years | 11.26 | 52.74 | 21% |
| Returns for 10 years | 35.61 | N/A | - |
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