Interact to see
Advertisement
Advertisement
CWGCX vs MEQRX
CWGCX vs MEQRX Comparison
Open Charts CWGCX vs MEQRX
American Funds Capital World Gr&Inc C
Price$71.80
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
MFS Global Equity R2
Price$45.36
Change+$0.14 (+0.31%)
VolumeN/A
Net Assets2.18B
CWGCX vs MEQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. MEQRX commentary
Aug 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 CWGCX is a StrongBuy and MEQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. MEQRX (2.19B). CWGCX pays higher dividends than MEQRX: CWGCX (0.84) 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 (18.00). 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 : 10.57 vs. MEQRX (-3.13). CWGCX return over 5 years is better than : 43.67 vs. MEQRX (0.77).
| 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 | 14.975 | 9.227 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,270% |
| Annual Yield % from dividends | 0.84 | 0.46 | 183% |
| Returns for 1 year | 10.57 | -3.13 | -337% |
| Returns for 3 years | 38.58 | -7.20 | -536% |
| Returns for 5 years | 43.67 | 0.77 | 5,636% |
| Returns for 10 years | 59.96 | 32.27 | 186% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement