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FWGIX vs MWELX
FWGIX vs MWELX Comparison
Open Charts FWGIX vs MWELX
American Funds Capital World Gr&Inc F3
Price$63.10
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
MFS Global Equity R4
Price$43.45
Change+$0.42 (+0.98%)
VolumeN/A
Net Assets2.08B
FWGIX vs MWELX Comparison Chart
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FWGIX vs. MWELX commentary
Apr 25, 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: 119B vs. MWELX (2.08B). FWGIX pays higher dividends than MWELX: FWGIX (1.98) 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 : 1.81 vs. MWELX (-8.02). FWGIX return over 5 years is better than : 52.86 vs. MWELX (13.23).
| 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 | -0.259 | -0.784 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.08B | 5,732% |
| Annual Yield % from dividends | 1.98 | 1.01 | 196% |
| Returns for 1 year | 1.81 | -8.02 | -23% |
| Returns for 3 years | 19.50 | -15.57 | -125% |
| Returns for 5 years | 52.86 | 13.23 | 400% |
| Returns for 10 years | N/A | 25.52 | - |