Interact to see
Advertisement
Advertisement
CWGFX vs MWEHX
CWGFX vs MWEHX Comparison
Open Charts CWGFX vs MWEHX
American Funds Capital World Gr&Inc F1
Price$66.95
Change-$0.70 (-1.03%)
VolumeN/A
Net Assets129.86B
MFS Global Equity R3
Price$44.91
Change-$0.65 (-1.43%)
VolumeN/A
Net Assets2.21B
CWGFX vs MWEHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. MWEHX commentary
May 22, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 130B vs. MWEHX (2.21B). CWGFX pays higher dividends than MWEHX: CWGFX (1.58) vs MWEHX (0.70). 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 : 2.96 vs. MWEHX (-5.57). CWGFX return over 5 years is better than : 54.36 vs. MWEHX (15.18).
| 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 | 5.940 | 6.548 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 2.21B | 5,882% |
| Annual Yield % from dividends | 1.58 | 0.70 | 227% |
| Returns for 1 year | 2.96 | -5.57 | -53% |
| Returns for 3 years | 31.92 | -3.35 | -954% |
| Returns for 5 years | 54.36 | 15.18 | 358% |
| Returns for 10 years | 44.12 | 29.86 | 148% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers