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CWGCX vs MWELX
CWGCX vs MWELX Comparison
Open Charts CWGCX vs MWELX
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
MFS Global Equity R4
Price$43.04
Change-$1.24 (-2.80%)
VolumeN/A
Net Assets2.16B
CWGCX vs MWELX Comparison Chart
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CWGCX vs. MWELX commentary
Apr 04, 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 MWELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. MWELX (2.16B). MWELX pays higher dividends than CWGCX: MWELX (1.01) vs CWGCX (0.93). CWGCX was incepted earlier than MWELX: CWGCX (24 years) vs MWELX (20 years). CWGCX (1.49) is less costly to investors than MWELX (0.93). CWGCX is a more actively managed with annual turnover of: 27.00 vs. MWELX (8.00). MWELX has a lower initial minimum investment than CWGCX: MWELX (0) vs CWGCX (250). CWGCX annual gain was more profitable for investors over the last year : 0.08 vs. MWELX (-7.84). CWGCX return over 5 years is better than : 64.18 vs. MWELX (29.24).
| CWGCX | MWELX | CWGCX / MWELX | |
| Total Expense Ratio | 1.49 | 0.90 | 166% |
| Annual Report Gross Expense Ratio | 1.49 | 0.93 | 160% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 0.700 | 2.098 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 2.16B | 5,684% |
| Annual Yield % from dividends | 0.93 | 1.01 | 92% |
| Returns for 1 year | 0.08 | -7.84 | -1% |
| Returns for 3 years | 10.58 | -17.03 | -62% |
| Returns for 5 years | 64.18 | 29.24 | 220% |
| Returns for 10 years | 38.58 | 30.53 | 126% |
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