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FWGIX vs MEQRX
FWGIX vs MEQRX Comparison
Open Charts FWGIX vs MEQRX
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
MFS Global Equity R2
Price$45.82
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets2.24B
FWGIX vs MEQRX Comparison Chart in %
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FWGIX vs. MEQRX commentary
Jul 28, 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 FWGIX is a Buy and MEQRX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. MEQRX (2.24B). FWGIX pays higher dividends than MEQRX: FWGIX (1.77) vs MEQRX (0.45). FWGIX was incepted earlier than MEQRX: FWGIX (9 years) vs MEQRX (22 years). MEQRX (1.43) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. MEQRX (18.00). MEQRX has a lower initial minimum investment than FWGIX: MEQRX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 14.19 vs. MEQRX (0.03). FWGIX return over 5 years is better than : 53.11 vs. MEQRX (4.92).
| FWGIX | MEQRX | FWGIX / MEQRX | |
| Total Expense Ratio | 0.41 | 1.40 | 29% |
| Annual Report Gross Expense Ratio | 0.41 | 1.43 | 29% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 15.237 | 10.676 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.24B | 6,122% |
| Annual Yield % from dividends | 1.77 | 0.45 | 391% |
| Returns for 1 year | 14.19 | 0.03 | 51,211% |
| Returns for 3 years | 52.35 | 0.14 | 37,115% |
| Returns for 5 years | 53.11 | 4.92 | 1,079% |
| Returns for 10 years | N/A | 32.76 | - |
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