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CWGFX vs MEQRX
CWGFX vs MEQRX Comparison
Open Charts CWGFX vs MEQRX
American Funds Capital World Gr&Inc F1
Price$74.59
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets138.65B
MFS Global Equity R2
Price$44.48
Change-$0.14 (-0.31%)
VolumeN/A
Net Assets2.04B
CWGFX vs MEQRX Comparison Chart in %
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CWGFX vs. MEQRX commentary
Nov 20, 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 CWGFX is a Hold and MEQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. MEQRX (2.04B). CWGFX pays higher dividends than MEQRX: CWGFX (1.32) vs MEQRX (0.45). CWGFX was incepted earlier than MEQRX: CWGFX (25 years) vs MEQRX (22 years). MEQRX (1.43) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. MEQRX (18.00). MEQRX has a lower initial minimum investment than CWGFX: MEQRX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 12.16 vs. MEQRX (-5.98). CWGFX return over 5 years is better than : 41.60 vs. MEQRX (-8.09).
| CWGFX | MEQRX | CWGFX / MEQRX | |
| Total Expense Ratio | 0.80 | 1.40 | 57% |
| Annual Report Gross Expense Ratio | 0.80 | 1.43 | 56% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 18.909 | 7.778 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 2.04B | 6,824% |
| Annual Yield % from dividends | 1.32 | 0.45 | 296% |
| Returns for 1 year | 12.16 | -5.98 | -203% |
| Returns for 3 years | 50.59 | -3.44 | -1,470% |
| Returns for 5 years | 41.60 | -8.09 | -514% |
| Returns for 10 years | 73.79 | 32.52 | 227% |
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