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CWGFX vs MWELX
CWGFX vs MWELX Comparison
Open Charts CWGFX vs MWELX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
MFS Global Equity R4
Price$46.09
Change-$0.76 (-1.62%)
VolumeN/A
Net Assets2.18B
CWGFX vs MWELX Comparison Chart
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CWGFX vs. MWELX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. MWELX (2.18B). CWGFX pays higher dividends than MWELX: CWGFX (1.49) vs MWELX (0.97). 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 : 6.27 vs. MWELX (-3.90). CWGFX return over 5 years is better than : 51.55 vs. MWELX (11.26).
| 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 | 8.990 | 6.272 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.18B | 6,001% |
| Annual Yield % from dividends | 1.49 | 0.97 | 153% |
| Returns for 1 year | 6.27 | -3.90 | -161% |
| Returns for 3 years | 43.82 | 3.44 | 1,273% |
| Returns for 5 years | 51.55 | 11.26 | 458% |
| Returns for 10 years | 51.77 | 35.61 | 145% |
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