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CWGFX vs MWEFX
CWGFX vs MWEFX Comparison
Open Charts CWGFX vs MWEFX
American Funds Capital World Gr&Inc F1
Price$63.34
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
MFS Global Equity A
Price$44.16
Change-$0.49 (-1.10%)
VolumeN/A
Net Assets2.22B
CWGFX vs MWEFX Comparison Chart
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CWGFX vs. MWEFX commentary
Mar 12, 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 MWEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. MWEFX (2.22B). CWGFX pays higher dividends than MWEFX: CWGFX (1.54) vs MWEFX (0.73). 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 : 1.51 vs. MWEFX (-6.98). CWGFX return over 5 years is better than : 68.55 vs. MWEFX (29.09).
| 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 | 0.228 | 3.500 | 7% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 2.22B | 5,551% |
| Annual Yield % from dividends | 1.54 | 0.73 | 209% |
| Returns for 1 year | 1.51 | -6.98 | -22% |
| Returns for 3 years | 19.44 | -10.13 | -192% |
| Returns for 5 years | 68.55 | 29.09 | 236% |
| Returns for 10 years | 44.05 | 29.80 | 148% |
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