Interact to see
Advertisement
Advertisement
CWGFX vs MWELX
CWGFX vs MWELX Comparison
Open Charts CWGFX vs MWELX
American Funds Capital World Gr&Inc F1
Price$77.14
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
MFS Global Equity R4
Price$48.42
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets2.07B
CWGFX vs MWELX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. MWELX commentary
Dec 04, 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 MWELX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MWELX (2.07B). CWGFX pays higher dividends than MWELX: CWGFX (1.31) vs MWELX (0.93). CWGFX was incepted earlier than MWELX: CWGFX (25 years) vs MWELX (21 years). MWELX (0.93) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. MWELX (18.00). MWELX has a lower initial minimum investment than CWGFX: MWELX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 12.99 vs. MWELX (-3.99). CWGFX return over 5 years is better than : 41.19 vs. MWELX (-4.78).
| CWGFX | MWELX | CWGFX / MWELX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 0.93 | 86% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 22.974 | 11.644 | 197% |
| 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 | 0.93 | 142% |
| Returns for 1 year | 12.99 | -3.99 | -325% |
| Returns for 3 years | 50.54 | -1.75 | -2,884% |
| Returns for 5 years | 41.19 | -4.78 | -862% |
| Returns for 10 years | 81.00 | 47.29 | 171% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement