Ad is loading...
CWGFX vs MWELX
CWGFX vs MWELX Comparison
Open Charts CWGFX vs MWELX
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
MFS Global Equity R4
Price$43.45
Change+$0.42 (+0.98%)
VolumeN/A
Net Assets2.08B
CWGFX vs MWELX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. MWELX commentary
Apr 25, 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: 119B vs. MWELX (2.08B). CWGFX pays higher dividends than MWELX: CWGFX (1.59) 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 : 1.40 vs. MWELX (-8.02). CWGFX return over 5 years is better than : 50.88 vs. MWELX (13.23).
| 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 | -0.389 | -0.784 | 50% |
| 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 | 1.01 | 158% |
| Returns for 1 year | 1.40 | -8.02 | -17% |
| Returns for 3 years | 18.43 | -15.57 | -118% |
| Returns for 5 years | 50.88 | 13.23 | 385% |
| Returns for 10 years | 35.68 | 25.52 | 140% |
View a ticker or compare two or three
VS
VS
Ad is loading...