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CWGCX vs MEQRX
CWGCX vs MEQRX Comparison
Open Charts CWGCX vs MEQRX
American Funds Capital World Gr&Inc C
Price$67.87
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
MFS Global Equity R2
Price$43.89
Change-$0.72 (-1.61%)
VolumeN/A
Net Assets2.22B
CWGCX vs MEQRX Comparison Chart
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CWGCX vs. MEQRX commentary
Jun 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 132B vs. MEQRX (2.22B). CWGCX pays higher dividends than MEQRX: CWGCX (0.87) vs MEQRX (0.46). 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 : 5.50 vs. MEQRX (-3.31). CWGCX return over 5 years is better than : 48.05 vs. MEQRX (8.80).
| 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 | 8.682 | 7.754 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 2.22B | 5,946% |
| Annual Yield % from dividends | 0.87 | 0.46 | 188% |
| Returns for 1 year | 5.50 | -3.31 | -166% |
| Returns for 3 years | 41.27 | 2.40 | 1,717% |
| Returns for 5 years | 48.05 | 8.80 | 546% |
| Returns for 10 years | 48.20 | 28.93 | 167% |
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