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CWGFX vs MWELX
CWGFX vs MWELX Comparison
Open Charts CWGFX vs MWELX
American Funds Capital World Gr&Inc F1
Price$65.87
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
MFS Global Equity R4
Price$45.58
Change+$0.20 (+0.44%)
VolumeN/A
Net Assets2.31B
CWGFX vs MWELX Comparison Chart
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CWGFX vs. MWELX commentary
Jan 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 StrongBuy and MWELX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 129B vs. MWELX (2.32B). CWGFX pays higher dividends than MWELX: CWGFX (1.64) vs MWELX (0.95). CWGFX was incepted earlier than MWELX: CWGFX (24 years) vs MWELX (20 years). 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 : 11.52 vs. MWELX (-0.94). CWGFX return over 5 years is better than : 30.42 vs. MWELX (-2.52).
| CWGFX | MWELX | CWGFX / MWELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 3.597 | 4.635 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 2.32B | 5,572% |
| Annual Yield % from dividends | 1.64 | 0.95 | 173% |
| Returns for 1 year | 11.52 | -0.94 | -1,226% |
| Returns for 3 years | 13.35 | -16.39 | -81% |
| Returns for 5 years | 30.42 | -2.52 | -1,208% |
| Returns for 10 years | 47.62 | 39.91 | 119% |
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