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CWGCX vs MEQRX
CWGCX vs MEQRX Comparison
Open Charts CWGCX vs MEQRX
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
MFS Global Equity R2
Price$38.45
Change-$7.20 (-15.77%)
VolumeN/A
Net Assets1.79B
CWGCX vs MEQRX Comparison Chart in %
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CWGCX vs. MEQRX commentary
Feb 05, 2026
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 CWGCX is a Buy and MEQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. MEQRX (1.79B). CWGCX pays higher dividends than MEQRX: CWGCX (0.84) vs MEQRX (0.55). CWGCX was incepted earlier than MEQRX: CWGCX (25 years) vs MEQRX (22 years). CWGCX (1.49) and MEQRX (1.43) have similar cost to investors . CWGCX is a more actively managed with annual turnover of: 27.00 vs. MEQRX (18.00). MEQRX has a lower initial minimum investment than CWGCX: MEQRX (0) vs CWGCX (250). CWGCX annual gain was more profitable for investors over the last year : 15.29 vs. MEQRX (-11.30). CWGCX return over 5 years is better than : 26.77 vs. MEQRX (-23.45).
| CWGCX | MEQRX | CWGCX / MEQRX | |
| Total Expense Ratio | 1.49 | 1.40 | 106% |
| Annual Report Gross Expense Ratio | 1.49 | 1.43 | 104% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 4.866 | 0.470 | 1,035% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.79B | 7,920% |
| Annual Yield % from dividends | 0.84 | 0.55 | 151% |
| Returns for 1 year | 15.29 | -11.30 | -135% |
| Returns for 3 years | 39.90 | -15.87 | -251% |
| Returns for 5 years | 26.77 | -23.45 | -114% |
| Returns for 10 years | 93.96 | 27.75 | 339% |
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