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CWGFX vs MEQRX
CWGFX vs MEQRX Comparison
Open Charts CWGFX vs MEQRX
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
MFS Global Equity R2
Price$47.66
Change-$0.46 (-0.96%)
VolumeN/A
CapitalizationN/A
CWGFX vs MEQRX Comparison Chart
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CWGFX vs. MEQRX commentary
Nov 18, 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 Sell and MEQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. MEQRX (2.39B). 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 : 19.02 vs. MEQRX (5.96). CWGFX return over 5 years is better than : 38.62 vs. MEQRX (6.51).
| 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 | 13.044 | 6.646 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.39B | 5,230% |
| Annual Yield % from dividends | 1.64 | 0.50 | 326% |
| Returns for 1 year | 19.02 | 5.96 | 319% |
| Returns for 3 years | 3.12 | -19.31 | -16% |
| Returns for 5 years | 38.62 | 6.51 | 593% |
| Returns for 10 years | 49.28 | 42.43 | 116% |
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