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CWGCX vs MWELX
CWGCX vs MWELX Comparison
Open Charts CWGCX vs MWELX
American Funds Capital World Gr&Inc C
Price$70.67
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
MFS Global Equity R4
Price$47.86
Change+$0.16 (+0.34%)
VolumeN/A
Net Assets2.25B
CWGCX vs MWELX Comparison Chart in %
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CWGCX vs. MWELX commentary
Jul 06, 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: 136B vs. MWELX (2.25B). MWELX pays higher dividends than CWGCX: MWELX (0.95) vs CWGCX (0.83). 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 : 8.49 vs. MWELX (0.35). CWGCX return over 5 years is better than : 48.95 vs. MWELX (9.49).
| 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 | 13.166 | 10.353 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.25B | 6,053% |
| Annual Yield % from dividends | 0.83 | 0.95 | 88% |
| Returns for 1 year | 8.49 | 0.35 | 2,395% |
| Returns for 3 years | 47.34 | 5.03 | 941% |
| Returns for 5 years | 48.95 | 9.49 | 516% |
| Returns for 10 years | 58.53 | 43.75 | 134% |
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