Ad is loading...
Ad is loading...
FWGIX vs MEQRX
FWGIX vs MEQRX Comparison
Open Charts FWGIX vs MEQRX
American Funds Capital World Gr&Inc F3
Price$67.21
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
MFS Global Equity R2
Price$47.66
Change-$0.46 (-0.96%)
VolumeN/A
CapitalizationN/A
FWGIX vs MEQRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. MEQRX commentary
Nov 18, 2024
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 FWGIX is a Sell and MEQRX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. MEQRX (2.39B). FWGIX pays higher dividends than MEQRX: FWGIX (1.99) vs MEQRX (0.50). FWGIX was incepted earlier than MEQRX: FWGIX (8 years) vs MEQRX (21 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. MEQRX (8.00). MEQRX has a lower initial minimum investment than FWGIX: MEQRX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 19.52 vs. MEQRX (5.96). FWGIX return over 5 years is better than : 40.15 vs. MEQRX (6.51).
| FWGIX | MEQRX | FWGIX / MEQRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 13.433 | 6.646 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.39B | 5,230% |
| Annual Yield % from dividends | 1.99 | 0.50 | 397% |
| Returns for 1 year | 19.52 | 5.96 | 327% |
| Returns for 3 years | 3.95 | -19.31 | -20% |
| Returns for 5 years | 40.15 | 6.51 | 616% |
| Returns for 10 years | N/A | 42.43 | - |