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MWEHX vs WGIFX
MWEHX vs WGIFX Comparison
Open Charts MWEHX vs WGIFX
MFS Global Equity R3
Price$46.93
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets2.18B
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
MWEHX vs WGIFX Comparison Chart in %
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MWEHX vs. WGIFX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. MWEHX (2.19B). WGIFX pays higher dividends than MWEHX: WGIFX (1.67) vs MWEHX (0.66). 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 (18.00). 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 : 11.69 vs. MWEHX (-2.52). WGIFX return over 5 years is better than : 48.82 vs. MWEHX (3.00).
| 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 | 9.401 | 15.635 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 137B | 2% |
| Annual Yield % from dividends | 0.66 | 1.67 | 39% |
| Returns for 1 year | -2.52 | 11.69 | -22% |
| Returns for 3 years | -5.76 | 42.11 | -14% |
| Returns for 5 years | 3.00 | 48.82 | 6% |
| Returns for 10 years | 37.18 | 65.73 | 57% |
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