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CWGFX vs MEQRX
CWGFX vs MEQRX Comparison
Open Charts CWGFX vs MEQRX
American Funds Capital World Gr&Inc F1
Price$73.37
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
MFS Global Equity R2
Price$45.63
Change+$0.24 (+0.53%)
VolumeN/A
Net Assets2.17B
CWGFX vs MEQRX Comparison Chart in %
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CWGFX vs. MEQRX commentary
Sep 09, 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 CWGFX is a Buy and MEQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. MEQRX (2.17B). CWGFX pays higher dividends than MEQRX: CWGFX (1.39) vs MEQRX (0.45). 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 : 15.54 vs. MEQRX (-4.48). CWGFX return over 5 years is better than : 48.28 vs. MEQRX (0.08).
| 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 | 16.671 | 9.638 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.17B | 6,359% |
| Annual Yield % from dividends | 1.39 | 0.45 | 311% |
| Returns for 1 year | 15.54 | -4.48 | -347% |
| Returns for 3 years | 49.28 | 3.21 | 1,535% |
| Returns for 5 years | 48.28 | 0.08 | 62,633% |
| Returns for 10 years | 76.04 | 41.08 | 185% |
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