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CWGFX vs MEQRX
CWGFX vs MEQRX Comparison
Open Charts CWGFX vs MEQRX
American Funds Capital World Gr&Inc F1
Price$74.21
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
MFS Global Equity R2
Price$44.56
Change-$0.49 (-1.09%)
VolumeN/A
Net Assets2.13B
CWGFX vs MEQRX Comparison Chart in %
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CWGFX vs. MEQRX commentary
Sep 26, 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 Hold and MEQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. MEQRX (2.14B). CWGFX pays higher dividends than MEQRX: CWGFX (1.39) vs MEQRX (0.45). CWGFX was incepted earlier than MEQRX: CWGFX (25 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 : 10.32 vs. MEQRX (-7.18). CWGFX return over 5 years is better than : 54.24 vs. MEQRX (2.03).
| CWGFX | MEQRX | CWGFX / MEQRX | |
| Total Expense Ratio | 0.80 | 1.40 | 57% |
| Annual Report Gross Expense Ratio | 0.80 | 1.43 | 56% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 18.303 | 8.816 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.14B | 6,604% |
| Annual Yield % from dividends | 1.39 | 0.45 | 311% |
| Returns for 1 year | 10.32 | -7.18 | -144% |
| Returns for 3 years | 68.58 | 10.80 | 635% |
| Returns for 5 years | 54.24 | 2.03 | 2,670% |
| Returns for 10 years | 89.07 | 46.76 | 190% |
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