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CWGFX vs MEQRX
CWGFX vs MEQRX Comparison
Open Charts CWGFX vs MEQRX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
MFS Global Equity R2
Price$45.36
Change+$0.14 (+0.31%)
VolumeN/A
Net Assets2.18B
CWGFX vs MEQRX Comparison Chart in %
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CWGFX vs. MEQRX commentary
Aug 16, 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 StrongBuy and MEQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. MEQRX (2.19B). CWGFX pays higher dividends than MEQRX: CWGFX (1.42) 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 (18.00). 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 : 11.40 vs. MEQRX (-3.13). CWGFX return over 5 years is better than : 47.31 vs. MEQRX (0.77).
| 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 | 15.446 | 9.227 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,270% |
| Annual Yield % from dividends | 1.42 | 0.46 | 312% |
| Returns for 1 year | 11.40 | -3.13 | -364% |
| Returns for 3 years | 41.09 | -7.20 | -571% |
| Returns for 5 years | 47.31 | 0.77 | 6,107% |
| Returns for 10 years | 64.09 | 32.27 | 199% |
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