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FWCGX vs MEQRX
FWCGX vs MEQRX Comparison
Open Charts FWCGX vs MEQRX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
MFS Global Equity R2
Price$43.89
Change-$0.72 (-1.61%)
VolumeN/A
Net Assets2.18B
FWCGX vs MEQRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. MEQRX (2.18B). FWCGX pays higher dividends than MEQRX: FWCGX (1.81) vs MEQRX (0.46). FWCGX was incepted earlier than MEQRX: FWCGX (5 years) vs MEQRX (22 years). MEQRX (1.43) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. MEQRX (8.00). MEQRX has a lower initial minimum investment than FWCGX: MEQRX (0) vs FWCGX (250). FWCGX annual gain was more profitable for investors over the last year : 6.64 vs. MEQRX (-4.87).
| FWCGX | MEQRX | FWCGX / MEQRX | |
| Total Expense Ratio | 0.47 | 1.40 | 34% |
| Annual Report Gross Expense Ratio | 0.47 | 1.43 | 33% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 9.155 | 6.014 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.18B | 6,001% |
| Annual Yield % from dividends | 1.81 | 0.46 | 391% |
| Returns for 1 year | 6.64 | -4.87 | -136% |
| Returns for 3 years | 46.75 | 0.75 | 6,227% |
| Returns for 5 years | N/A | 7.05 | - |
| Returns for 10 years | N/A | 26.85 | - |
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