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CWGFX vs MWELX
CWGFX vs MWELX Comparison
Open Charts CWGFX vs MWELX
American Funds Capital World Gr&Inc F1
Price$66.91
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
MFS Global Equity R4
Price$45.48
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets2.18B
CWGFX vs MWELX Comparison Chart
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CWGFX vs. MWELX commentary
May 23, 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 MWELX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. MWELX (2.18B). CWGFX pays higher dividends than MWELX: CWGFX (1.58) vs MWELX (1.01). CWGFX was incepted earlier than MWELX: CWGFX (24 years) vs MWELX (20 years). MWELX (0.93) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. MWELX (8.00). MWELX has a lower initial minimum investment than CWGFX: MWELX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 3.41 vs. MWELX (-6.02). CWGFX return over 5 years is better than : 54.27 vs. MWELX (15.46).
| CWGFX | MWELX | CWGFX / MWELX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 0.93 | 86% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 5.877 | 5.142 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 2.18B | 5,880% |
| Annual Yield % from dividends | 1.58 | 1.01 | 156% |
| Returns for 1 year | 3.41 | -6.02 | -57% |
| Returns for 3 years | 29.97 | -5.36 | -559% |
| Returns for 5 years | 54.27 | 15.46 | 351% |
| Returns for 10 years | 44.04 | 31.90 | 138% |
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