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CWGFX vs MEQRX
CWGFX vs MEQRX Comparison
Open Charts CWGFX vs MEQRX
American Funds Capital World Gr&Inc F1
Price$61.13
Change+$1.15 (+1.92%)
VolumeN/A
Net Assets115.73B
MFS Global Equity R2
Price$39.85
Change-$0.49 (-1.21%)
VolumeN/A
Net Assets2.05B
CWGFX vs MEQRX Comparison Chart
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CWGFX vs. MEQRX commentary
Apr 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 Buy and MEQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 116B vs. MEQRX (2.05B). CWGFX pays higher dividends than MEQRX: CWGFX (1.59) vs MEQRX (0.48). CWGFX was incepted earlier than MEQRX: CWGFX (24 years) vs MEQRX (21 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 : -1.32 vs. MEQRX (-8.87). CWGFX return over 5 years is better than : 44.61 vs. MEQRX (7.99).
| 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 | 21 years | - |
| Gain YTD | -5.089 | -2.560 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 2.05B | 5,664% |
| Annual Yield % from dividends | 1.59 | 0.48 | 332% |
| Returns for 1 year | -1.32 | -8.87 | 15% |
| Returns for 3 years | 12.51 | -18.97 | -66% |
| Returns for 5 years | 44.61 | 7.99 | 558% |
| Returns for 10 years | 29.20 | 15.69 | 186% |
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