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CWGFX vs MWEFX
CWGFX vs MWEFX Comparison
Open Charts CWGFX vs MWEFX
American Funds Capital World Gr&Inc F1
Price$60.83
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
MFS Global Equity A
Price$42.07
Change+$0.22 (+0.53%)
VolumeN/A
Net Assets2.05B
CWGFX vs MWEFX Comparison Chart
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CWGFX vs. MWEFX commentary
Apr 19, 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: 117B vs. MWEFX (2.05B). CWGFX pays higher dividends than MWEFX: CWGFX (1.59) 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 : -0.97 vs. MWEFX (-8.29). CWGFX return over 5 years is better than : 43.42 vs. MWEFX (7.27).
| 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 | -3.744 | -2.480 | 151% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.05B | 5,713% |
| Annual Yield % from dividends | 1.59 | 0.76 | 209% |
| Returns for 1 year | -0.97 | -8.29 | 12% |
| Returns for 3 years | 10.84 | -18.89 | -57% |
| Returns for 5 years | 43.42 | 7.27 | 597% |
| Returns for 10 years | 32.63 | 19.20 | 170% |
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