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MWELX vs WGIFX
MWELX vs WGIFX Comparison
Open Charts MWELX vs WGIFX
MFS Global Equity R4
Price$48.12
Change+$0.28 (+0.59%)
VolumeN/A
Net Assets2.13B
American Funds Capital World Gr&Inc F2
Price$75.32
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
MWELX vs WGIFX Comparison Chart in %
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MWELX vs. WGIFX commentary
Oct 19, 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 MWELX is a Buy and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. MWELX (2.13B). WGIFX pays higher dividends than MWELX: WGIFX (1.59) vs MWELX (0.94). MWELX was incepted earlier than WGIFX: MWELX (21 years) vs WGIFX (17 years). MWELX (0.93) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. MWELX (18.00). MWELX has a lower initial minimum investment than WGIFX: MWELX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 11.05 vs. MWELX (-6.51). WGIFX return over 5 years is better than : 52.11 vs. MWELX (2.71).
| MWELX | WGIFX | MWELX / WGIFX | |
| Total Expense Ratio | 0.90 | 0.52 | 173% |
| Annual Report Gross Expense Ratio | 0.93 | 0.52 | 179% |
| Fund Existence | 21 years | 17 years | - |
| Gain YTD | 10.952 | 20.182 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 141B | 2% |
| Annual Yield % from dividends | 0.94 | 1.59 | 59% |
| Returns for 1 year | -6.51 | 11.05 | -59% |
| Returns for 3 years | 10.93 | 68.14 | 16% |
| Returns for 5 years | 2.71 | 52.11 | 5% |
| Returns for 10 years | 48.44 | 78.84 | 61% |
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