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CWGFX vs MWEHX
CWGFX vs MWEHX Comparison
Open Charts CWGFX vs MWEHX
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
MFS Global Equity R3
Price$42.80
Change+$0.41 (+0.97%)
VolumeN/A
Net Assets2.08B
CWGFX vs MWEHX Comparison Chart
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CWGFX vs. MWEHX commentary
Apr 26, 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: 119B vs. MWEHX (2.08B). CWGFX pays higher dividends than MWEHX: CWGFX (1.59) vs MWEHX (0.69). 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 : 1.40 vs. MWEHX (-8.39). CWGFX return over 5 years is better than : 50.88 vs. MWEHX (11.34).
| 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 | -0.389 | -0.865 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.08B | 5,732% |
| Annual Yield % from dividends | 1.59 | 0.69 | 229% |
| Returns for 1 year | 1.40 | -8.39 | -17% |
| Returns for 3 years | 18.43 | -16.50 | -112% |
| Returns for 5 years | 50.88 | 11.34 | 449% |
| Returns for 10 years | 35.68 | 21.83 | 163% |