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MWEIX vs WGIFX
MWEIX vs WGIFX Comparison
Open Charts MWEIX vs WGIFX
MFS Global Equity I
Price$46.17
Change+$0.09 (+0.20%)
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
MWEIX vs WGIFX Comparison Chart
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MWEIX 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 MWEIX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. MWEIX (2.14B). WGIFX pays higher dividends than MWEIX: WGIFX (1.86) vs MWEIX (0.99). MWEIX was incepted earlier than WGIFX: MWEIX (28 years) vs WGIFX (17 years). MWEIX (0.93) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. MWEIX (8.00). MWEIX has a lower initial minimum investment than WGIFX: MWEIX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 2.44 vs. MWEIX (-6.68). WGIFX return over 5 years is better than : 52.23 vs. MWEIX (13.80).
| MWEIX | WGIFX | MWEIX / WGIFX | |
| Total Expense Ratio | 0.90 | 0.52 | 173% |
| Annual Report Gross Expense Ratio | 0.93 | 0.52 | 179% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | 2.851 | 2.908 | 98% |
| 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 | 0.99 | 1.86 | 53% |
| Returns for 1 year | -6.68 | 2.44 | -273% |
| Returns for 3 years | -5.12 | 31.15 | -16% |
| Returns for 5 years | 13.80 | 52.23 | 26% |
| Returns for 10 years | 28.81 | 42.96 | 67% |
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