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CWGFX vs MWELX
CWGFX vs MWELX Comparison
Open Charts CWGFX vs MWELX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
MFS Global Equity R4
Price$47.73
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets2.17B
CWGFX vs MWELX Comparison Chart in %
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CWGFX vs. MWELX commentary
Sep 08, 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: 138B vs. MWELX (2.17B). CWGFX pays higher dividends than MWELX: CWGFX (1.39) vs MWELX (0.94). CWGFX was incepted earlier than MWELX: CWGFX (25 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 (18.00). 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 : 13.11 vs. MWELX (-3.48). CWGFX return over 5 years is better than : 46.91 vs. MWELX (4.06).
| CWGFX | MWELX | CWGFX / MWELX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 0.93 | 86% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 16.146 | 10.053 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.17B | 6,359% |
| Annual Yield % from dividends | 1.39 | 0.94 | 148% |
| Returns for 1 year | 13.11 | -3.48 | -376% |
| Returns for 3 years | 53.92 | 5.99 | 900% |
| Returns for 5 years | 46.91 | 4.06 | 1,157% |
| Returns for 10 years | 75.40 | 50.85 | 148% |
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