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CWGFX vs MWELX
CWGFX vs MWELX Comparison
Open Charts CWGFX vs MWELX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
MFS Global Equity R4
Price$40.76
Change-$7.26 (-15.12%)
VolumeN/A
Net Assets1.79B
CWGFX vs MWELX Comparison Chart in %
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CWGFX vs. MWELX 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 MWELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MWELX (1.79B). CWGFX pays higher dividends than MWELX: CWGFX (1.41) vs MWELX (0.96). 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 : 16.18 vs. MWELX (-9.92). CWGFX return over 5 years is better than : 30.54 vs. MWELX (-19.66).
| 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 | 4.924 | 0.543 | 907% |
| 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 | 0.96 | 148% |
| Returns for 1 year | 16.18 | -9.92 | -163% |
| Returns for 3 years | 43.02 | -12.99 | -331% |
| Returns for 5 years | 30.54 | -19.66 | -155% |
| Returns for 10 years | 99.82 | 37.88 | 263% |
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