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MWELX vs WGIFX
MWELX vs WGIFX Comparison
Open Charts MWELX vs WGIFX
MFS Global Equity R4
Price$47.73
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets2.17B
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets137.57B
MWELX vs WGIFX Comparison Chart in %
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MWELX vs. WGIFX commentary
Sep 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 MWELX is a Buy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. MWELX (2.17B). WGIFX pays higher dividends than MWELX: WGIFX (1.64) vs MWELX (0.94). MWELX was incepted earlier than WGIFX: MWELX (20 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 : 13.44 vs. MWELX (-3.48). WGIFX return over 5 years is better than : 48.42 vs. MWELX (4.06).
| MWELX | WGIFX | MWELX / WGIFX | |
| Total Expense Ratio | 0.90 | 0.52 | 173% |
| Annual Report Gross Expense Ratio | 0.93 | 0.52 | 179% |
| Fund Existence | 20 years | 17 years | - |
| Gain YTD | 10.053 | 16.367 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 138B | 2% |
| Annual Yield % from dividends | 0.94 | 1.64 | 57% |
| Returns for 1 year | -3.48 | 13.44 | -26% |
| Returns for 3 years | 5.99 | 55.06 | 11% |
| Returns for 5 years | 4.06 | 48.42 | 8% |
| Returns for 10 years | 50.85 | 77.16 | 66% |
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