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CWGFX vs MWELX
CWGFX vs MWELX Comparison
Open Charts CWGFX vs MWELX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
MFS Global Equity R4
Price$47.68
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets2.19B
CWGFX vs MWELX Comparison Chart in %
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CWGFX vs. MWELX commentary
Aug 18, 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: 137B vs. MWELX (2.19B). CWGFX pays higher dividends than MWELX: CWGFX (1.42) vs MWELX (0.96). 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 (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 : 11.40 vs. MWELX (-1.82). CWGFX return over 5 years is better than : 47.31 vs. MWELX (5.07).
| 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 | 15.446 | 9.938 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,259% |
| Annual Yield % from dividends | 1.42 | 0.96 | 148% |
| Returns for 1 year | 11.40 | -1.82 | -627% |
| Returns for 3 years | 41.09 | -4.40 | -933% |
| Returns for 5 years | 47.31 | 5.07 | 933% |
| Returns for 10 years | 64.09 | 41.81 | 153% |