Ad is loading...
CWGFX vs MEQRX
CWGFX vs MEQRX Comparison
Open Charts CWGFX vs MEQRX
American Funds Capital World Gr&Inc F1
Price$64.52
Change+$0.42 (+0.66%)
VolumeN/A
CapitalizationN/A
MFS Global Equity R2
Price$41.94
Change+$0.26 (+0.62%)
VolumeN/A
CapitalizationN/A
CWGFX vs MEQRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. MEQRX commentary
Dec 26, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. MEQRX (2.29B). CWGFX pays higher dividends than MEQRX: CWGFX (1.64) vs MEQRX (0.50). CWGFX was incepted earlier than MEQRX: CWGFX (24 years) vs MEQRX (21 years). 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 : 10.17 vs. MEQRX (-5.12). CWGFX return over 5 years is better than : 29.97 vs. MEQRX (-7.65).
| CWGFX | MEQRX | CWGFX / MEQRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 9.342 | -5.697 | -164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 2.29B | 5,543% |
| Annual Yield % from dividends | 1.64 | 0.50 | 326% |
| Returns for 1 year | 10.17 | -5.12 | -198% |
| Returns for 3 years | 6.23 | -24.42 | -26% |
| Returns for 5 years | 29.97 | -7.65 | -392% |
| Returns for 10 years | 45.59 | 24.78 | 184% |