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MWEFX vs WGIFX
MWEFX vs WGIFX Comparison
Open Charts MWEFX vs WGIFX
MFS Global Equity A
Price$47.46
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets2.18B
American Funds Capital World Gr&Inc F2
Price$73.11
Change+$0.36 (+0.49%)
VolumeN/A
Net Assets136.73B
MWEFX vs WGIFX Comparison Chart in %
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MWEFX vs. WGIFX commentary
Aug 29, 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 Buy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. MWEFX (2.18B). 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 : 10.90 vs. MWEFX (-4.66). WGIFX return over 5 years is better than : 45.51 vs. MWEFX (0.52).
| 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 | 9.828 | 16.287 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 137B | 2% |
| Annual Yield % from dividends | 0.73 | 1.67 | 43% |
| Returns for 1 year | -4.66 | 10.90 | -43% |
| Returns for 3 years | 1.75 | 50.46 | 3% |
| Returns for 5 years | 0.52 | 45.51 | 1% |
| Returns for 10 years | 43.71 | 76.20 | 57% |
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