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CWGFX vs MWEHX
CWGFX vs MWEHX Comparison
Open Charts CWGFX vs MWEHX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
MFS Global Equity R3
Price$46.97
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets2.17B
CWGFX vs MWEHX Comparison Chart in %
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CWGFX vs. MWEHX commentary
Sep 07, 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 (2.17B). CWGFX pays higher dividends than MWEHX: CWGFX (1.39) vs MWEHX (0.65). CWGFX was incepted earlier than MWEHX: CWGFX (25 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 : 13.11 vs. MWEHX (-3.88). CWGFX return over 5 years is better than : 46.91 vs. MWEHX (2.30).
| CWGFX | MWEHX | CWGFX / MWEHX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.80 | 1.18 | 68% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 16.146 | 9.846 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.17B | 6,322% |
| Annual Yield % from dividends | 1.39 | 0.65 | 215% |
| Returns for 1 year | 13.11 | -3.88 | -338% |
| Returns for 3 years | 53.92 | 4.84 | 1,115% |
| Returns for 5 years | 46.91 | 2.30 | 2,038% |
| Returns for 10 years | 75.40 | 46.37 | 163% |
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