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CWGFX vs MWEHX
CWGFX vs MWEHX Comparison
Open Charts CWGFX vs MWEHX
American Funds Capital World Gr&Inc F1
Price$72.30
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
MFS Global Equity R3
Price$47.40
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets2.24B
CWGFX vs MWEHX Comparison Chart in %
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CWGFX vs. MWEHX commentary
Jul 27, 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 (2.24B). CWGFX pays higher dividends than MWEHX: CWGFX (1.42) vs MWEHX (0.65). 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 : 13.72 vs. MWEHX (0.66). CWGFX return over 5 years is better than : 50.98 vs. MWEHX (7.27).
| 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 | 14.969 | 10.851 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.24B | 6,122% |
| Annual Yield % from dividends | 1.42 | 0.65 | 217% |
| Returns for 1 year | 13.72 | 0.66 | 2,071% |
| Returns for 3 years | 50.80 | 1.70 | 2,990% |
| Returns for 5 years | 50.98 | 7.27 | 702% |
| Returns for 10 years | 62.85 | 37.71 | 167% |
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