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CWGFX vs MEQRX
CWGFX vs MEQRX Comparison
Open Charts CWGFX vs MEQRX
American Funds Capital World Gr&Inc F1
Price$66.91
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
MFS Global Equity R2
Price$43.32
Change-$0.11 (-0.25%)
VolumeN/A
Net Assets2.18B
CWGFX vs MEQRX Comparison Chart
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CWGFX vs. MEQRX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. MEQRX (2.18B). CWGFX pays higher dividends than MEQRX: CWGFX (1.58) vs MEQRX (0.48). 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 : 3.41 vs. MEQRX (-6.99). CWGFX return over 5 years is better than : 54.27 vs. MEQRX (11.08).
| 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 | 5.877 | 4.903 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 2.18B | 5,880% |
| Annual Yield % from dividends | 1.58 | 0.48 | 328% |
| Returns for 1 year | 3.41 | -6.99 | -49% |
| Returns for 3 years | 29.97 | -7.83 | -383% |
| Returns for 5 years | 54.27 | 11.08 | 490% |
| Returns for 10 years | 44.04 | 23.37 | 188% |
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