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CWGFX vs MEQRX
CWGFX vs MEQRX Comparison
Open Charts CWGFX vs MEQRX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
MFS Global Equity R2
Price$43.57
Change-$0.34 (-0.77%)
VolumeN/A
Net Assets2.28B
CWGFX vs MEQRX Comparison Chart
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CWGFX vs. MEQRX commentary
Feb 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 StrongBuy and MEQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. MEQRX (2.28B). 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 : 7.04 vs. MEQRX (-4.43). CWGFX return over 5 years is better than : 32.49 vs. MEQRX (-4.66).
| 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 | 4.307 | 5.242 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 2.28B | 5,616% |
| Annual Yield % from dividends | 1.64 | 0.50 | 326% |
| Returns for 1 year | 7.04 | -4.43 | -159% |
| Returns for 3 years | 16.46 | -15.00 | -110% |
| Returns for 5 years | 32.49 | -4.66 | -697% |
| Returns for 10 years | 44.44 | 26.27 | 169% |
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