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CWGFX vs MEQRX
CWGFX vs MEQRX Comparison
Open Charts CWGFX vs MEQRX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
MFS Global Equity R2
Price$38.45
Change-$7.20 (-15.77%)
VolumeN/A
Net Assets1.79B
CWGFX vs MEQRX Comparison Chart in %
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CWGFX 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 CWGFX is a Buy and MEQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MEQRX (1.79B). CWGFX pays higher dividends than MEQRX: CWGFX (1.41) vs MEQRX (0.55). CWGFX was incepted earlier than MEQRX: CWGFX (25 years) vs MEQRX (22 years). MEQRX (1.43) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. MEQRX (18.00). MEQRX has a lower initial minimum investment than CWGFX: MEQRX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. MEQRX (-11.30). CWGFX return over 5 years is better than : 30.54 vs. MEQRX (-23.45).
| CWGFX | MEQRX | CWGFX / MEQRX | |
| Total Expense Ratio | 0.80 | 1.40 | 57% |
| Annual Report Gross Expense Ratio | 0.80 | 1.43 | 56% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 4.924 | 0.470 | 1,047% |
| 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 | 1.41 | 0.55 | 256% |
| Returns for 1 year | 16.18 | -11.30 | -143% |
| Returns for 3 years | 43.02 | -15.87 | -271% |
| Returns for 5 years | 30.54 | -23.45 | -130% |
| Returns for 10 years | 99.82 | 27.75 | 360% |
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