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CWGFX vs MWEMX
CWGFX vs MWEMX Comparison
Open Charts CWGFX vs MWEMX
American Funds Capital World Gr&Inc F1
Price$64.97
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
MFS Global Equity R6
Price$46.20
Change+$0.09 (+0.20%)
VolumeN/A
Net Assets2.14B
CWGFX vs MWEMX Comparison Chart
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CWGFX vs. MWEMX commentary
May 12, 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: 125B vs. MWEMX (2.14B). CWGFX pays higher dividends than MWEMX: CWGFX (1.58) vs MWEMX (1.08). 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 : 2.15 vs. MWEMX (-6.58). CWGFX return over 5 years is better than : 50.78 vs. MWEMX (14.21).
| 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 | 2.807 | 2.872 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.14B | 5,841% |
| Annual Yield % from dividends | 1.58 | 1.08 | 145% |
| Returns for 1 year | 2.15 | -6.58 | -33% |
| Returns for 3 years | 30.30 | -4.96 | -611% |
| Returns for 5 years | 50.78 | 14.21 | 357% |
| Returns for 10 years | 41.62 | 29.62 | 141% |
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