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FWGIX vs MEQRX
FWGIX vs MEQRX Comparison
Open Charts FWGIX vs MEQRX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
MFS Global Equity R2
Price$43.89
Change-$0.72 (-1.61%)
VolumeN/A
Net Assets2.18B
FWGIX vs MEQRX Comparison Chart
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FWGIX vs. MEQRX commentary
Jun 16, 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: 131B vs. MEQRX (2.18B). FWGIX pays higher dividends than MEQRX: FWGIX (1.85) vs MEQRX (0.46). FWGIX was incepted earlier than MEQRX: FWGIX (8 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 (8.00). 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 : 6.71 vs. MEQRX (-4.87). FWGIX return over 5 years is better than : 53.53 vs. MEQRX (7.05).
| FWGIX | MEQRX | FWGIX / MEQRX | |
| Total Expense Ratio | 0.41 | 1.40 | 29% |
| Annual Report Gross Expense Ratio | 0.41 | 1.43 | 29% |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 9.196 | 6.014 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.18B | 6,001% |
| Annual Yield % from dividends | 1.85 | 0.46 | 400% |
| Returns for 1 year | 6.71 | -4.87 | -138% |
| Returns for 3 years | 45.29 | 0.75 | 6,034% |
| Returns for 5 years | 53.53 | 7.05 | 760% |
| Returns for 10 years | N/A | 26.85 | - |
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