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CWGCX vs MEQRX
CWGCX vs MEQRX Comparison
Open Charts CWGCX vs MEQRX
American Funds Capital World Gr&Inc C
Price$70.67
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
MFS Global Equity R2
Price$45.56
Change+$0.16 (+0.35%)
VolumeN/A
Net Assets2.25B
CWGCX vs MEQRX Comparison Chart in %
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CWGCX vs. MEQRX commentary
Jul 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. MEQRX (2.25B). CWGCX pays higher dividends than MEQRX: CWGCX (0.83) vs MEQRX (0.45). 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 : 8.49 vs. MEQRX (-0.67). CWGCX return over 5 years is better than : 48.95 vs. MEQRX (8.28).
| 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 | 13.166 | 10.048 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.25B | 6,053% |
| Annual Yield % from dividends | 0.83 | 0.45 | 184% |
| Returns for 1 year | 8.49 | -0.67 | -1,268% |
| Returns for 3 years | 47.34 | 2.29 | 2,069% |
| Returns for 5 years | 48.95 | 8.28 | 591% |
| Returns for 10 years | 58.53 | 34.47 | 170% |
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