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CWGFX vs MWELX
CWGFX vs MWELX Comparison
Open Charts CWGFX vs MWELX
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
MFS Global Equity R4
Price$40.80
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets1.84B
CWGFX vs MWELX Comparison Chart in %
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CWGFX vs. MWELX commentary
Dec 27, 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 Hold and MWELX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. MWELX (1.84B). 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 : 12.34 vs. MWELX (-7.21). CWGFX return over 5 years is better than : 31.00 vs. MWELX (-19.10).
| 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 | 14.398 | -5.926 | -243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.84B | 7,722% |
| Annual Yield % from dividends | 1.31 | 0.93 | 142% |
| Returns for 1 year | 12.34 | -7.21 | -171% |
| Returns for 3 years | 46.00 | -6.10 | -755% |
| Returns for 5 years | 31.00 | -19.10 | -162% |
| Returns for 10 years | 73.31 | 26.63 | 275% |
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