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CWGFX vs MEQRX
CWGFX vs MEQRX Comparison
Open Charts CWGFX vs MEQRX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
MFS Global Equity R2
Price$43.89
Change-$0.72 (-1.61%)
VolumeN/A
Net Assets2.22B
CWGFX vs MEQRX Comparison Chart
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CWGFX vs. MEQRX commentary
Jun 14, 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 Buy and MEQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 132B vs. MEQRX (2.22B). CWGFX pays higher dividends than MEQRX: CWGFX (1.49) vs MEQRX (0.46). CWGFX was incepted earlier than MEQRX: CWGFX (24 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 (8.00). 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 : 6.27 vs. MEQRX (-3.31). CWGFX return over 5 years is better than : 51.55 vs. MEQRX (8.80).
| CWGFX | MEQRX | CWGFX / MEQRX | |
| Total Expense Ratio | 0.80 | 1.40 | 57% |
| Annual Report Gross Expense Ratio | 0.80 | 1.43 | 56% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 8.990 | 7.754 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 2.22B | 5,946% |
| Annual Yield % from dividends | 1.49 | 0.46 | 322% |
| Returns for 1 year | 6.27 | -3.31 | -190% |
| Returns for 3 years | 43.82 | 2.40 | 1,823% |
| Returns for 5 years | 51.55 | 8.80 | 586% |
| Returns for 10 years | 51.77 | 28.93 | 179% |