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MWEIX vs WGIFX
MWEIX vs WGIFX Comparison
Open Charts MWEIX vs WGIFX
MFS Global Equity I
Price$48.48
Change+$0.23 (+0.48%)
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
MWEIX vs WGIFX Comparison Chart in %
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MWEIX 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 MWEIX is a Hold and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 135B vs. MWEIX (2.15B). WGIFX pays higher dividends than MWEIX: WGIFX (1.67) vs MWEIX (0.94). MWEIX was incepted earlier than WGIFX: MWEIX (29 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 (18.00). 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 : 16.69 vs. MWEIX (0.03). WGIFX return over 5 years is better than : 47.55 vs. MWEIX (4.13).
| MWEIX | WGIFX | MWEIX / WGIFX | |
| Total Expense Ratio | 0.90 | 0.52 | 173% |
| Annual Report Gross Expense Ratio | 0.93 | 0.52 | 179% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 7.485 | 13.647 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 135B | 2% |
| Annual Yield % from dividends | 0.94 | 1.67 | 56% |
| Returns for 1 year | 0.03 | 16.69 | 0% |
| Returns for 3 years | -3.83 | 43.62 | -9% |
| Returns for 5 years | 4.13 | 47.55 | 9% |
| Returns for 10 years | 34.01 | 60.22 | 56% |
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