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FWGIX vs MWEFX
FWGIX vs MWEFX Comparison
Open Charts FWGIX vs MWEFX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
MFS Global Equity A
Price$45.79
Change-$0.75 (-1.61%)
VolumeN/A
Net Assets2.18B
FWGIX vs MWEFX Comparison Chart
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FWGIX vs. MWEFX commentary
Jun 17, 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: 131B vs. MWEFX (2.18B). FWGIX pays higher dividends than MWEFX: FWGIX (1.85) vs MWEFX (0.74). FWGIX was incepted earlier than MWEFX: FWGIX (8 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 (8.00). 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 : 6.71 vs. MWEFX (-4.19). FWGIX return over 5 years is better than : 53.53 vs. MWEFX (9.19).
| FWGIX | MWEFX | FWGIX / MWEFX | |
| Total Expense Ratio | 0.41 | 1.15 | 36% |
| Annual Report Gross Expense Ratio | 0.41 | 1.18 | 35% |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 9.196 | 6.143 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.18B | 6,001% |
| Annual Yield % from dividends | 1.85 | 0.74 | 252% |
| Returns for 1 year | 6.71 | -4.19 | -160% |
| Returns for 3 years | 45.29 | 2.05 | 2,210% |
| Returns for 5 years | 53.53 | 9.19 | 583% |
| Returns for 10 years | N/A | 29.56 | - |
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