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CWGFX vs MWEMX
CWGFX vs MWEMX Comparison
Open Charts CWGFX vs MWEMX
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
MFS Global Equity R6
Price$48.10
Change+$0.33 (+0.69%)
VolumeN/A
Net Assets2.19B
CWGFX vs MWEMX Comparison Chart
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CWGFX vs. MWEMX commentary
Jun 07, 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 MWEMX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. MWEMX (2.19B). CWGFX pays higher dividends than MWEMX: CWGFX (1.49) vs MWEMX (1.04). CWGFX was incepted earlier than MWEMX: CWGFX (24 years) vs MWEMX (13 years). MWEMX (0.84) and CWGFX (0.80) have similar cost to investors . CWGFX is a more actively managed with annual turnover of: 27.00 vs. MWEMX (8.00). MWEMX has a lower initial minimum investment than CWGFX: MWEMX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 6.31 vs. MWEMX (-4.57). CWGFX return over 5 years is better than : 45.68 vs. MWEMX (5.52).
| CWGFX | MWEMX | CWGFX / MWEMX | |
| Total Expense Ratio | 0.80 | 0.81 | 99% |
| Annual Report Gross Expense Ratio | 0.80 | 0.84 | 95% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 9.010 | 6.368 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.19B | 5,982% |
| Annual Yield % from dividends | 1.49 | 1.04 | 143% |
| Returns for 1 year | 6.31 | -4.57 | -138% |
| Returns for 3 years | 28.90 | -6.44 | -449% |
| Returns for 5 years | 45.68 | 5.52 | 828% |
| Returns for 10 years | 52.89 | 35.62 | 148% |
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