Ad is loading...
CWGCX vs MEQRX
CWGCX vs MEQRX Comparison
Open Charts CWGCX vs MEQRX
American Funds Capital World Gr&Inc C
Price$60.10
Change-$0.71 (-1.17%)
VolumeN/A
Net Assets118.57B
MFS Global Equity R2
Price$40.13
Change-$0.41 (-1.01%)
VolumeN/A
Net Assets2.06B
CWGCX vs MEQRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. MEQRX commentary
Apr 17, 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 CWGCX is a Buy and MEQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 119B vs. MEQRX (2.06B). CWGCX pays higher dividends than MEQRX: CWGCX (0.93) vs MEQRX (0.48). CWGCX was incepted earlier than MEQRX: CWGCX (24 years) vs MEQRX (21 years). CWGCX (1.49) and MEQRX (1.43) have similar cost to investors . CWGCX is a more actively managed with annual turnover of: 27.00 vs. MEQRX (8.00). MEQRX has a lower initial minimum investment than CWGCX: MEQRX (0) vs CWGCX (250). CWGCX annual gain was more profitable for investors over the last year : -2.14 vs. MEQRX (-8.37). CWGCX return over 5 years is better than : 39.84 vs. MEQRX (5.65).
| CWGCX | MEQRX | CWGCX / MEQRX | |
| Total Expense Ratio | 1.49 | 1.40 | 106% |
| Annual Report Gross Expense Ratio | 1.49 | 1.43 | 104% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | -4.088 | -2.077 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.06B | 5,768% |
| Annual Yield % from dividends | 0.93 | 0.48 | 194% |
| Returns for 1 year | -2.14 | -8.37 | 26% |
| Returns for 3 years | 8.48 | -20.08 | -42% |
| Returns for 5 years | 39.84 | 5.65 | 705% |
| Returns for 10 years | 29.78 | 17.92 | 166% |
View a ticker or compare two or three
VS
VS
Ad is loading...