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FWGIX vs MWEFX
FWGIX vs MWEFX Comparison
Open Charts FWGIX vs MWEFX
American Funds Capital World Gr&Inc F3
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
FWGIX vs MWEFX Comparison Chart in %
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FWGIX vs. MWEFX 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 MWEFX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. MWEFX (2.24B). FWGIX pays higher dividends than MWEFX: FWGIX (1.77) vs MWEFX (0.72). FWGIX was incepted earlier than MWEFX: FWGIX (9 years) vs MWEFX (32 years). MWEFX (1.18) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (18.00). MWEFX has a lower initial minimum investment than FWGIX: MWEFX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 14.19 vs. MWEFX (0.75). FWGIX return over 5 years is better than : 53.11 vs. MWEFX (7.04).
| FWGIX | MWEFX | FWGIX / MWEFX | |
| Total Expense Ratio | 0.41 | 1.15 | 36% |
| Annual Report Gross Expense Ratio | 0.41 | 1.18 | 35% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 15.237 | 10.848 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.24B | 6,122% |
| Annual Yield % from dividends | 1.77 | 0.72 | 246% |
| Returns for 1 year | 14.19 | 0.75 | 1,885% |
| Returns for 3 years | 52.35 | 1.43 | 3,652% |
| Returns for 5 years | 53.11 | 7.04 | 754% |
| Returns for 10 years | N/A | 35.60 | - |
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