Ad is loading...
CWGCX vs MWEFX
CWGCX vs MWEFX Comparison
Open Charts CWGCX vs MWEFX
American Funds Capital World Gr&Inc C
Price$60.21
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
MFS Global Equity A
Price$42.07
Change+$0.22 (+0.53%)
VolumeN/A
Net Assets2.05B
CWGCX vs MWEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. MWEFX commentary
Apr 19, 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 MWEFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 117B vs. MWEFX (2.05B). CWGCX pays higher dividends than MWEFX: CWGCX (0.93) vs MWEFX (0.76). 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 : -1.68 vs. MWEFX (-8.29). CWGCX return over 5 years is better than : 40.10 vs. MWEFX (7.27).
| 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 | -3.913 | -2.480 | 158% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.05B | 5,713% |
| Annual Yield % from dividends | 0.93 | 0.76 | 122% |
| Returns for 1 year | -1.68 | -8.29 | 20% |
| Returns for 3 years | 9.07 | -18.89 | -48% |
| Returns for 5 years | 40.10 | 7.27 | 552% |
| Returns for 10 years | 29.50 | 19.20 | 154% |
View a ticker or compare two or three
VS
VS
Ad is loading...