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CWGCX vs MEQRX
CWGCX vs MEQRX Comparison
Open Charts CWGCX vs MEQRX
American Funds Capital World Gr&Inc C
Price$73.46
Change-$0.51 (-0.69%)
VolumeN/A
Net Assets140.58B
MFS Global Equity R2
Price$44.56
Change-$0.49 (-1.09%)
VolumeN/A
Net Assets2.13B
CWGCX vs MEQRX Comparison Chart in %
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CWGCX vs. MEQRX commentary
Sep 26, 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 Hold and MEQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. MEQRX (2.14B). CWGCX pays higher dividends than MEQRX: CWGCX (0.82) vs MEQRX (0.45). CWGCX was incepted earlier than MEQRX: CWGCX (25 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 : 9.51 vs. MEQRX (-7.18). CWGCX return over 5 years is better than : 50.15 vs. MEQRX (2.03).
| CWGCX | MEQRX | CWGCX / MEQRX | |
| Total Expense Ratio | 1.49 | 1.40 | 106% |
| Annual Report Gross Expense Ratio | 1.49 | 1.43 | 104% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 17.727 | 8.816 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.14B | 6,604% |
| Annual Yield % from dividends | 0.82 | 0.45 | 183% |
| Returns for 1 year | 9.51 | -7.18 | -132% |
| Returns for 3 years | 65.29 | 10.80 | 605% |
| Returns for 5 years | 50.15 | 2.03 | 2,469% |
| Returns for 10 years | 83.97 | 46.76 | 180% |
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