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CWGCX vs MWELX
CWGCX vs MWELX Comparison
Open Charts CWGCX vs MWELX
American Funds Capital World Gr&Inc C
Price$67.87
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
MFS Global Equity R4
Price$46.09
Change-$0.76 (-1.62%)
VolumeN/A
Net Assets2.18B
CWGCX vs MWELX Comparison Chart
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CWGCX vs. MWELX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. MWELX (2.18B). MWELX pays higher dividends than CWGCX: MWELX (0.97) vs CWGCX (0.87). 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 : 5.50 vs. MWELX (-3.90). CWGCX return over 5 years is better than : 48.05 vs. MWELX (11.26).
| 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 | 8.682 | 6.272 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.18B | 6,001% |
| Annual Yield % from dividends | 0.87 | 0.97 | 89% |
| Returns for 1 year | 5.50 | -3.90 | -141% |
| Returns for 3 years | 41.27 | 3.44 | 1,199% |
| Returns for 5 years | 48.05 | 11.26 | 427% |
| Returns for 10 years | 48.20 | 35.61 | 135% |
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