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CWGCX vs MWEFX
CWGCX vs MWEFX Comparison
Open Charts CWGCX vs MWEFX
American Funds Capital World Gr&Inc C
Price$62.74
Change-$0.18 (-0.29%)
VolumeN/A
Net Assets122.79B
MFS Global Equity A
Price$44.16
Change-$0.49 (-1.10%)
VolumeN/A
Net Assets2.22B
CWGCX vs MWEFX Comparison Chart
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CWGCX vs. MWEFX commentary
Mar 12, 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 MWEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. MWEFX (2.22B). CWGCX pays higher dividends than MWEFX: CWGCX (0.90) vs MWEFX (0.73). CWGCX was incepted earlier than MWEFX: CWGCX (24 years) vs MWEFX (32 years). CWGCX (1.49) is less costly to investors than MWEFX (1.18). CWGCX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (8.00). CWGCX has a lower initial minimum investment than MWEFX: CWGCX (250) vs MWEFX (1000). CWGCX annual gain was more profitable for investors over the last year : 0.79 vs. MWEFX (-6.98). CWGCX return over 5 years is better than : 65.07 vs. MWEFX (29.09).
| CWGCX | MWEFX | CWGCX / MWEFX | |
| Total Expense Ratio | 1.49 | 1.15 | 130% |
| Annual Report Gross Expense Ratio | 1.49 | 1.18 | 126% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 0.125 | 3.500 | 4% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 2.22B | 5,551% |
| Annual Yield % from dividends | 0.90 | 0.73 | 123% |
| Returns for 1 year | 0.79 | -6.98 | -11% |
| Returns for 3 years | 17.76 | -10.13 | -175% |
| Returns for 5 years | 65.07 | 29.09 | 224% |
| Returns for 10 years | 40.66 | 29.80 | 136% |