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CWGFX vs MWEFX
CWGFX vs MWEFX Comparison
Open Charts CWGFX vs MWEFX
American Funds Capital World Gr&Inc F1
Price$64.85
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.56B
MFS Global Equity A
Price$44.24
Change+$0.18 (+0.41%)
VolumeN/A
Net Assets2.13B
CWGFX vs MWEFX Comparison Chart
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CWGFX vs. MWEFX commentary
May 10, 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 MWEFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. MWEFX (2.13B). CWGFX pays higher dividends than MWEFX: CWGFX (1.58) vs MWEFX (0.76). CWGFX was incepted earlier than MWEFX: CWGFX (24 years) vs MWEFX (32 years). MWEFX (1.18) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (8.00). CWGFX has a lower initial minimum investment than MWEFX: CWGFX (250) vs MWEFX (1000). CWGFX annual gain was more profitable for investors over the last year : 2.20 vs. MWEFX (-7.25). CWGFX return over 5 years is better than : 50.51 vs. MWEFX (10.71).
| CWGFX | MWEFX | CWGFX / MWEFX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.80 | 1.18 | 68% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 2.617 | 2.133 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.13B | 5,871% |
| Annual Yield % from dividends | 1.58 | 0.76 | 206% |
| Returns for 1 year | 2.20 | -7.25 | -30% |
| Returns for 3 years | 30.66 | -6.70 | -458% |
| Returns for 5 years | 50.51 | 10.71 | 471% |
| Returns for 10 years | 40.75 | 23.47 | 174% |
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