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FWGIX vs MWELX
FWGIX vs MWELX Comparison
Open Charts FWGIX vs MWELX
American Funds Capital World Gr&Inc F3
Price$67.09
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
MFS Global Equity R4
Price$45.48
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets2.18B
FWGIX vs MWELX Comparison Chart
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FWGIX vs. MWELX commentary
May 23, 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 FWGIX is a Buy and MWELX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. MWELX (2.18B). FWGIX pays higher dividends than MWELX: FWGIX (1.96) vs MWELX (1.01). FWGIX was incepted earlier than MWELX: FWGIX (8 years) vs MWELX (20 years). MWELX (0.93) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. MWELX (8.00). MWELX has a lower initial minimum investment than FWGIX: MWELX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 3.84 vs. MWELX (-6.02). FWGIX return over 5 years is better than : 56.29 vs. MWELX (15.46).
| FWGIX | MWELX | FWGIX / MWELX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 0.93 | 44% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 6.047 | 5.142 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 2.18B | 5,880% |
| Annual Yield % from dividends | 1.96 | 1.01 | 194% |
| Returns for 1 year | 3.84 | -6.02 | -64% |
| Returns for 3 years | 31.15 | -5.36 | -581% |
| Returns for 5 years | 56.29 | 15.46 | 364% |
| Returns for 10 years | N/A | 31.90 | - |
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