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CWGFX vs MWELX
CWGFX vs MWELX Comparison
Open Charts CWGFX vs MWELX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
MFS Global Equity R4
Price$43.04
Change-$1.24 (-2.80%)
VolumeN/A
Net Assets2.16B
CWGFX vs MWELX Comparison Chart
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CWGFX vs. MWELX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. MWELX (2.16B). 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 : 0.19 vs. MWELX (-7.84). CWGFX return over 5 years is better than : 68.06 vs. MWELX (29.24).
| 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 | 0.845 | 2.098 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 2.16B | 5,684% |
| Annual Yield % from dividends | 1.59 | 1.01 | 158% |
| Returns for 1 year | 0.19 | -7.84 | -2% |
| Returns for 3 years | 11.40 | -17.03 | -67% |
| Returns for 5 years | 68.06 | 29.24 | 233% |
| Returns for 10 years | 40.90 | 30.53 | 134% |
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