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MWEFX vs WGIFX
MWEFX vs WGIFX Comparison
Open Charts MWEFX vs WGIFX
MFS Global Equity A
Price$46.51
Change+$0.21 (+0.45%)
VolumeN/A
Net Assets2.15B
American Funds Capital World Gr&Inc F2
Price$71.45
Change+$0.18 (+0.25%)
VolumeN/A
Net Assets135.09B
MWEFX vs WGIFX Comparison Chart in %
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MWEFX vs. WGIFX commentary
Aug 08, 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 MWEFX is a Hold and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 135B vs. MWEFX (2.15B). WGIFX pays higher dividends than MWEFX: WGIFX (1.67) vs MWEFX (0.73). MWEFX was incepted earlier than WGIFX: MWEFX (32 years) vs WGIFX (17 years). MWEFX (1.18) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (18.00). WGIFX has a lower initial minimum investment than MWEFX: WGIFX (250) vs MWEFX (1000). WGIFX annual gain was more profitable for investors over the last year : 16.69 vs. MWEFX (-0.64). WGIFX return over 5 years is better than : 47.55 vs. MWEFX (1.95).
| MWEFX | WGIFX | MWEFX / WGIFX | |
| Total Expense Ratio | 1.15 | 0.52 | 221% |
| Annual Report Gross Expense Ratio | 1.18 | 0.52 | 227% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | 7.325 | 13.647 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 135B | 2% |
| Annual Yield % from dividends | 0.73 | 1.67 | 43% |
| Returns for 1 year | -0.64 | 16.69 | -4% |
| Returns for 3 years | -5.20 | 43.62 | -12% |
| Returns for 5 years | 1.95 | 47.55 | 4% |
| Returns for 10 years | 29.82 | 60.22 | 50% |
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