Interact to see
Advertisement
Advertisement
FWCGX vs MWEFX
FWCGX vs MWEFX Comparison
Open Charts FWCGX vs MWEFX
American Funds Capital World Gr&Inc529F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
MFS Global Equity A
Price$47.82
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets2.24B
FWCGX vs MWEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. MWEFX (2.24B). 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 (18.00). 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 : 14.12 vs. MWEFX (0.75).
| 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 | 15.194 | 10.848 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.24B | 6,122% |
| Annual Yield % from dividends | 1.73 | 0.72 | 241% |
| Returns for 1 year | 14.12 | 0.75 | 1,875% |
| Returns for 3 years | 53.88 | 1.43 | 3,759% |
| Returns for 5 years | N/A | 7.04 | - |
| Returns for 10 years | N/A | 35.60 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement