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FWCGX vs MWEFX
FWCGX vs MWEFX Comparison
Open Charts FWCGX vs MWEFX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
MFS Global Equity A
Price$47.54
Change+$0.16 (+0.34%)
VolumeN/A
Net Assets2.25B
FWCGX vs MWEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. MWEFX (2.25B). FWCGX pays higher dividends than MWEFX: FWCGX (1.73) vs MWEFX (0.72). FWCGX was incepted earlier than MWEFX: FWCGX (5 years) vs MWEFX (32 years). MWEFX (1.18) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (8.00). FWCGX has a lower initial minimum investment than MWEFX: FWCGX (250) vs MWEFX (1000). FWCGX annual gain was more profitable for investors over the last year : 9.68 vs. MWEFX (0.04).
| FWCGX | MWEFX | FWCGX / MWEFX | |
| Total Expense Ratio | 0.47 | 1.15 | 41% |
| Annual Report Gross Expense Ratio | 0.47 | 1.18 | 40% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 13.732 | 10.199 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.25B | 6,053% |
| Annual Yield % from dividends | 1.73 | 0.72 | 241% |
| Returns for 1 year | 9.68 | 0.04 | 25,702% |
| Returns for 3 years | 53.08 | 3.61 | 1,471% |
| Returns for 5 years | N/A | 10.48 | - |
| Returns for 10 years | N/A | 37.33 | - |
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