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CWGCX vs MWELX
CWGCX vs MWELX Comparison
Open Charts CWGCX vs MWELX
American Funds Capital World Gr&Inc C
Price$71.80
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
MFS Global Equity R4
Price$47.68
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets2.19B
CWGCX vs MWELX Comparison Chart in %
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CWGCX vs. MWELX commentary
Aug 18, 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 StrongBuy and MWELX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. MWELX (2.19B). MWELX pays higher dividends than CWGCX: MWELX (0.96) vs CWGCX (0.84). 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 (18.00). 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 : 10.57 vs. MWELX (-1.82). CWGCX return over 5 years is better than : 43.67 vs. MWELX (5.07).
| 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 | 14.975 | 9.938 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,259% |
| Annual Yield % from dividends | 0.84 | 0.96 | 87% |
| Returns for 1 year | 10.57 | -1.82 | -582% |
| Returns for 3 years | 38.58 | -4.40 | -876% |
| Returns for 5 years | 43.67 | 5.07 | 861% |
| Returns for 10 years | 59.96 | 41.81 | 143% |
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