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FWGIX vs MWEHX
FWGIX vs MWEHX Comparison
Open Charts FWGIX vs MWEHX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
MFS Global Equity R3
Price$47.12
Change+$0.16 (+0.34%)
VolumeN/A
Net Assets2.25B
FWGIX vs MWEHX Comparison Chart in %
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FWGIX vs. MWEHX commentary
Jul 07, 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: 136B vs. MWEHX (2.25B). FWGIX pays higher dividends than MWEHX: FWGIX (1.77) vs MWEHX (0.65). 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 : 9.74 vs. MWEHX (-0.06). FWGIX return over 5 years is better than : 54.88 vs. MWEHX (8.56).
| 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 | 13.775 | 10.196 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.25B | 6,053% |
| Annual Yield % from dividends | 1.77 | 0.65 | 270% |
| Returns for 1 year | 9.74 | -0.06 | -16,617% |
| Returns for 3 years | 51.57 | 3.87 | 1,331% |
| Returns for 5 years | 54.88 | 8.56 | 641% |
| Returns for 10 years | N/A | 39.48 | - |
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