Interact to see
Advertisement
Advertisement
FWGIX vs MWELX
FWGIX vs MWELX Comparison
Open Charts FWGIX vs MWELX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
MFS Global Equity R4
Price$46.09
Change-$0.76 (-1.62%)
VolumeN/A
Net Assets2.18B
FWGIX vs MWELX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. MWELX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. MWELX (2.18B). FWGIX pays higher dividends than MWELX: FWGIX (1.85) vs MWELX (0.97). 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 : 6.71 vs. MWELX (-3.90). FWGIX return over 5 years is better than : 53.53 vs. MWELX (11.26).
| 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 | 9.196 | 6.272 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.18B | 6,001% |
| Annual Yield % from dividends | 1.85 | 0.97 | 190% |
| Returns for 1 year | 6.71 | -3.90 | -172% |
| Returns for 3 years | 45.29 | 3.44 | 1,316% |
| Returns for 5 years | 53.53 | 11.26 | 476% |
| Returns for 10 years | N/A | 35.61 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement