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CWGFX vs MEQRX
CWGFX vs MEQRX Comparison
Open Charts CWGFX vs MEQRX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
MFS Global Equity R2
Price$45.56
Change+$0.16 (+0.35%)
VolumeN/A
Net Assets2.25B
CWGFX vs MEQRX Comparison Chart in %
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CWGFX vs. MEQRX commentary
Jul 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. MEQRX (2.25B). CWGFX pays higher dividends than MEQRX: CWGFX (1.42) vs MEQRX (0.45). 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 : 9.29 vs. MEQRX (-0.67). CWGFX return over 5 years is better than : 52.71 vs. MEQRX (8.28).
| 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 | 13.538 | 10.048 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.25B | 6,053% |
| Annual Yield % from dividends | 1.42 | 0.45 | 314% |
| Returns for 1 year | 9.29 | -0.67 | -1,388% |
| Returns for 3 years | 50.04 | 2.29 | 2,186% |
| Returns for 5 years | 52.71 | 8.28 | 636% |
| Returns for 10 years | 62.66 | 34.47 | 182% |
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