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FWCGX vs MWELX
FWCGX vs MWELX Comparison
Open Charts FWCGX vs MWELX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
MFS Global Equity R4
Price$47.86
Change+$0.16 (+0.34%)
VolumeN/A
Net Assets2.25B
FWCGX vs MWELX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. MWELX (2.25B). FWCGX pays higher dividends than MWELX: FWCGX (1.73) vs MWELX (0.95). FWCGX was incepted earlier than MWELX: FWCGX (5 years) vs MWELX (20 years). MWELX (0.93) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. MWELX (8.00). MWELX has a lower initial minimum investment than FWCGX: MWELX (0) vs FWCGX (250). FWCGX annual gain was more profitable for investors over the last year : 9.68 vs. MWELX (0.35).
| FWCGX | MWELX | FWCGX / MWELX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 0.93 | 51% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 13.732 | 10.353 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.25B | 6,053% |
| Annual Yield % from dividends | 1.73 | 0.95 | 182% |
| Returns for 1 year | 9.68 | 0.35 | 2,731% |
| Returns for 3 years | 53.08 | 5.03 | 1,055% |
| Returns for 5 years | N/A | 9.49 | - |
| Returns for 10 years | N/A | 43.75 | - |
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