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CWGFX vs MWEHX
CWGFX vs MWEHX Comparison
Open Charts CWGFX vs MWEHX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
MFS Global Equity R3
Price$46.93
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets2.18B
CWGFX vs MWEHX Comparison Chart in %
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CWGFX vs. MWEHX commentary
Aug 17, 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 MWEHX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. MWEHX (2.19B). CWGFX pays higher dividends than MWEHX: CWGFX (1.42) vs MWEHX (0.66). CWGFX was incepted earlier than MWEHX: CWGFX (24 years) vs MWEHX (20 years). MWEHX (1.18) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. MWEHX (18.00). MWEHX has a lower initial minimum investment than CWGFX: MWEHX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 11.40 vs. MWEHX (-2.52). CWGFX return over 5 years is better than : 47.31 vs. MWEHX (3.00).
| CWGFX | MWEHX | CWGFX / MWEHX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.80 | 1.18 | 68% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 15.446 | 9.401 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,270% |
| Annual Yield % from dividends | 1.42 | 0.66 | 215% |
| Returns for 1 year | 11.40 | -2.52 | -451% |
| Returns for 3 years | 41.09 | -5.76 | -714% |
| Returns for 5 years | 47.31 | 3.00 | 1,576% |
| Returns for 10 years | 64.09 | 37.18 | 172% |
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