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FWGIX vs MWELX
FWGIX vs MWELX Comparison
Open Charts FWGIX vs MWELX
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
MFS Global Equity R4
Price$48.15
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets2.24B
FWGIX vs MWELX Comparison Chart in %
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FWGIX vs. MWELX 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 MWELX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. MWELX (2.24B). FWGIX pays higher dividends than MWELX: FWGIX (1.77) vs MWELX (0.95). FWGIX was incepted earlier than MWELX: FWGIX (9 years) vs MWELX (20 years). MWELX (0.93) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. MWELX (18.00). MWELX has a lower initial minimum investment than FWGIX: MWELX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 14.19 vs. MWELX (1.07). FWGIX return over 5 years is better than : 53.11 vs. MWELX (9.09).
| FWGIX | MWELX | FWGIX / MWELX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 0.93 | 44% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 15.237 | 11.021 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.24B | 6,122% |
| Annual Yield % from dividends | 1.77 | 0.95 | 186% |
| Returns for 1 year | 14.19 | 1.07 | 1,330% |
| Returns for 3 years | 52.35 | 2.83 | 1,847% |
| Returns for 5 years | 53.11 | 9.09 | 584% |
| Returns for 10 years | N/A | 41.93 | - |
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