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CWGFX vs MWEHX
CWGFX vs MWEHX Comparison
Open Charts CWGFX vs MWEHX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
MFS Global Equity R3
Price$45.38
Change-$0.75 (-1.63%)
VolumeN/A
Net Assets2.18B
CWGFX vs MWEHX Comparison Chart
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CWGFX vs. MWEHX commentary
Jun 15, 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 MWEHX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 132B vs. MWEHX (2.18B). CWGFX pays higher dividends than MWEHX: CWGFX (1.49) vs MWEHX (0.67). 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 (8.00). 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 : 6.27 vs. MWEHX (-2.71). CWGFX return over 5 years is better than : 51.55 vs. MWEHX (11.20).
| 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 | 8.990 | 7.881 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 2.18B | 6,047% |
| Annual Yield % from dividends | 1.49 | 0.67 | 222% |
| Returns for 1 year | 6.27 | -2.71 | -231% |
| Returns for 3 years | 43.82 | 3.98 | 1,100% |
| Returns for 5 years | 51.55 | 11.20 | 460% |
| Returns for 10 years | 51.77 | 33.73 | 153% |
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