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CWGFX vs MWELX
CWGFX vs MWELX Comparison
Open Charts CWGFX vs MWELX
American Funds Capital World Gr&Inc F1
Price$74.52
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets138.65B
MFS Global Equity R4
Price$46.96
Change-$0.39 (-0.82%)
VolumeN/A
Net Assets2.06B
CWGFX vs MWELX Comparison Chart in %
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CWGFX vs. MWELX commentary
Nov 20, 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 Hold and MWELX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. MWELX (2.06B). CWGFX pays higher dividends than MWELX: CWGFX (1.32) vs MWELX (0.94). CWGFX was incepted earlier than MWELX: CWGFX (25 years) vs MWELX (21 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 : 12.09 vs. MWELX (-4.71). CWGFX return over 5 years is better than : 41.29 vs. MWELX (-3.92).
| 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 | 21 years | - |
| Gain YTD | 18.797 | 9.177 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 2.06B | 6,757% |
| Annual Yield % from dividends | 1.32 | 0.94 | 141% |
| Returns for 1 year | 12.09 | -4.71 | -257% |
| Returns for 3 years | 50.45 | -0.02 | -312,348% |
| Returns for 5 years | 41.29 | -3.92 | -1,052% |
| Returns for 10 years | 73.63 | 42.84 | 172% |
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