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CWGCX vs MWEHX
CWGCX vs MWEHX Comparison
Open Charts CWGCX vs MWEHX
American Funds Capital World Gr&Inc C
Price$66.22
Change-$0.70 (-1.05%)
VolumeN/A
Net Assets129.86B
MFS Global Equity R3
Price$44.91
Change-$0.65 (-1.43%)
VolumeN/A
Net Assets2.21B
CWGCX vs MWEHX Comparison Chart
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CWGCX vs. MWEHX commentary
May 22, 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 MWEHX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 130B vs. MWEHX (2.21B). CWGCX pays higher dividends than MWEHX: CWGCX (0.92) vs MWEHX (0.70). CWGCX was incepted earlier than MWEHX: CWGCX (24 years) vs MWEHX (20 years). CWGCX (1.49) is less costly to investors than MWEHX (1.18). CWGCX is a more actively managed with annual turnover of: 27.00 vs. MWEHX (8.00). MWEHX has a lower initial minimum investment than CWGCX: MWEHX (0) vs CWGCX (250). CWGCX annual gain was more profitable for investors over the last year : 2.21 vs. MWEHX (-5.57). CWGCX return over 5 years is better than : 50.78 vs. MWEHX (15.18).
| CWGCX | MWEHX | CWGCX / MWEHX | |
| Total Expense Ratio | 1.49 | 1.15 | 130% |
| Annual Report Gross Expense Ratio | 1.49 | 1.18 | 126% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 5.679 | 6.548 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 2.21B | 5,882% |
| Annual Yield % from dividends | 0.92 | 0.70 | 132% |
| Returns for 1 year | 2.21 | -5.57 | -40% |
| Returns for 3 years | 29.79 | -3.35 | -890% |
| Returns for 5 years | 50.78 | 15.18 | 334% |
| Returns for 10 years | 40.73 | 29.86 | 136% |
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