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CWGCX vs MEQRX
CWGCX vs MEQRX Comparison
Open Charts CWGCX vs MEQRX
American Funds Capital World Gr&Inc C
Price$64.28
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.97B
MFS Global Equity R2
Price$42.49
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets2.14B
CWGCX vs MEQRX Comparison Chart
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CWGCX vs. MEQRX commentary
May 11, 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: 125B vs. MEQRX (2.14B). CWGCX pays higher dividends than MEQRX: CWGCX (0.92) vs MEQRX (0.48). CWGCX was incepted earlier than MEQRX: CWGCX (24 years) vs MEQRX (22 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 : 1.42 vs. MEQRX (-8.00). CWGCX return over 5 years is better than : 47.31 vs. MEQRX (9.17).
| 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 | 22 years | - |
| Gain YTD | 2.583 | 2.633 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.14B | 5,841% |
| Annual Yield % from dividends | 0.92 | 0.48 | 192% |
| Returns for 1 year | 1.42 | -8.00 | -18% |
| Returns for 3 years | 28.22 | -7.71 | -366% |
| Returns for 5 years | 47.31 | 9.17 | 516% |
| Returns for 10 years | 38.31 | 22.16 | 173% |
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