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MWEHX vs WGIFX
MWEHX vs WGIFX Comparison
Open Charts MWEHX vs WGIFX
MFS Global Equity R3
Price$43.93
Change+$0.08 (+0.18%)
VolumeN/A
Net Assets2.14B
American Funds Capital World Gr&Inc F2
Price$65.06
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
MWEHX vs WGIFX Comparison Chart
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MWEHX vs. WGIFX commentary
May 12, 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 MWEHX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. MWEHX (2.14B). WGIFX pays higher dividends than MWEHX: WGIFX (1.86) vs MWEHX (0.70). MWEHX was incepted earlier than WGIFX: MWEHX (20 years) vs WGIFX (17 years). MWEHX (1.18) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. MWEHX (8.00). MWEHX has a lower initial minimum investment than WGIFX: MWEHX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 2.44 vs. MWEHX (-7.43). WGIFX return over 5 years is better than : 52.23 vs. MWEHX (11.61).
| MWEHX | WGIFX | MWEHX / WGIFX | |
| Total Expense Ratio | 1.15 | 0.52 | 221% |
| Annual Report Gross Expense Ratio | 1.18 | 0.52 | 227% |
| Fund Existence | 20 years | 17 years | - |
| Gain YTD | 2.736 | 2.908 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 125B | 2% |
| Annual Yield % from dividends | 0.70 | 1.86 | 37% |
| Returns for 1 year | -7.43 | 2.44 | -304% |
| Returns for 3 years | -6.28 | 31.15 | -20% |
| Returns for 5 years | 11.61 | 52.23 | 22% |
| Returns for 10 years | 26.70 | 42.96 | 62% |
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