Interact to see
Advertisement
Advertisement
CWGFX vs MWEGX
CWGFX vs MWEGX Comparison
Open Charts CWGFX vs MWEGX
American Funds Capital World Gr&Inc F1
Price$71.71
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets135.35B
MFS Global Equity R1
Price$39.22
Change+$0.20 (+0.51%)
VolumeN/A
Net Assets2.16B
CWGFX vs MWEGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. MWEGX commentary
Aug 09, 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 StrongBuy and MWEGX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. MWEGX (2.16B). CWGFX pays higher dividends than MWEGX: CWGFX (1.42) vs MWEGX (0.15). CWGFX was incepted earlier than MWEGX: CWGFX (24 years) vs MWEGX (20 years). MWEGX (1.93) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. MWEGX (18.00). MWEGX has a lower initial minimum investment than CWGFX: MWEGX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 14.31 vs. MWEGX (-4.16). CWGFX return over 5 years is better than : 46.80 vs. MWEGX (-5.90).
| CWGFX | MWEGX | CWGFX / MWEGX | |
| Total Expense Ratio | 0.80 | 1.90 | 42% |
| Annual Report Gross Expense Ratio | 0.80 | 1.93 | 41% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 14.031 | 7.345 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.16B | 6,253% |
| Annual Yield % from dividends | 1.42 | 0.15 | 930% |
| Returns for 1 year | 14.31 | -4.16 | -344% |
| Returns for 3 years | 44.10 | -9.99 | -441% |
| Returns for 5 years | 46.80 | -5.90 | -793% |
| Returns for 10 years | 61.01 | 17.78 | 343% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement