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CWGFX vs MEQRX
CWGFX vs MEQRX Comparison
Open Charts CWGFX vs MEQRX
American Funds Capital World Gr&Inc F1
Price$77.14
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
MFS Global Equity R2
Price$46.00
Change+$0.25 (+0.55%)
VolumeN/A
Net Assets2.07B
CWGFX vs MEQRX Comparison Chart in %
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CWGFX vs. MEQRX commentary
Dec 05, 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 StrongBuy and MEQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MEQRX (2.07B). CWGFX pays higher dividends than MEQRX: CWGFX (1.31) vs MEQRX (0.44). 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 : 12.99 vs. MEQRX (-4.97). CWGFX return over 5 years is better than : 41.19 vs. MEQRX (-8.39).
| 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 | 22.974 | 11.111 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 2.07B | 6,853% |
| Annual Yield % from dividends | 1.31 | 0.44 | 298% |
| Returns for 1 year | 12.99 | -4.97 | -261% |
| Returns for 3 years | 50.54 | -4.32 | -1,170% |
| Returns for 5 years | 41.19 | -8.39 | -491% |
| Returns for 10 years | 81.00 | 37.80 | 214% |
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