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CWGFX vs MWELX
CWGFX vs MWELX Comparison
Open Charts CWGFX vs MWELX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
MFS Global Equity R4
Price$47.86
Change+$0.16 (+0.34%)
VolumeN/A
Net Assets2.25B
CWGFX vs MWELX Comparison Chart in %
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CWGFX vs. MWELX commentary
Jul 06, 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: 136B vs. MWELX (2.25B). CWGFX pays higher dividends than MWELX: CWGFX (1.42) vs MWELX (0.95). 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 : 9.29 vs. MWELX (0.35). CWGFX return over 5 years is better than : 52.71 vs. MWELX (9.49).
| 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 | 13.538 | 10.353 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.25B | 6,053% |
| Annual Yield % from dividends | 1.42 | 0.95 | 149% |
| Returns for 1 year | 9.29 | 0.35 | 2,622% |
| Returns for 3 years | 50.04 | 5.03 | 995% |
| Returns for 5 years | 52.71 | 9.49 | 555% |
| Returns for 10 years | 62.66 | 43.75 | 143% |
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