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FWGIX vs MWEHX
FWGIX vs MWEHX Comparison
Open Charts FWGIX vs MWEHX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
MFS Global Equity R3
Price$45.38
Change-$0.75 (-1.63%)
VolumeN/A
Net Assets2.18B
FWGIX vs MWEHX Comparison Chart
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FWGIX vs. MWEHX 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 MWEHX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. MWEHX (2.18B). FWGIX pays higher dividends than MWEHX: FWGIX (1.85) vs MWEHX (0.67). FWGIX was incepted earlier than MWEHX: FWGIX (8 years) vs MWEHX (20 years). MWEHX (1.18) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. MWEHX (8.00). MWEHX has a lower initial minimum investment than FWGIX: MWEHX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 6.71 vs. MWEHX (-4.29). FWGIX return over 5 years is better than : 53.53 vs. MWEHX (9.40).
| FWGIX | MWEHX | FWGIX / MWEHX | |
| Total Expense Ratio | 0.41 | 1.15 | 36% |
| Annual Report Gross Expense Ratio | 0.41 | 1.18 | 35% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 9.196 | 6.127 | 150% |
| 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 | 0.67 | 276% |
| Returns for 1 year | 6.71 | -4.29 | -156% |
| Returns for 3 years | 45.29 | 2.29 | 1,974% |
| Returns for 5 years | 53.53 | 9.40 | 570% |
| Returns for 10 years | N/A | 31.56 | - |
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