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FWGIX vs MWELX
FWGIX vs MWELX Comparison
Open Charts FWGIX vs MWELX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
MFS Global Equity R4
Price$47.86
Change+$0.16 (+0.34%)
VolumeN/A
Net Assets2.25B
FWGIX vs MWELX Comparison Chart in %
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FWGIX vs. MWELX commentary
Jul 08, 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: 136B vs. MWELX (2.25B). FWGIX pays higher dividends than MWELX: FWGIX (1.77) vs MWELX (0.95). FWGIX was incepted earlier than MWELX: FWGIX (8 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 (8.00). 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 : 9.74 vs. MWELX (0.35). FWGIX return over 5 years is better than : 54.88 vs. MWELX (9.49).
| FWGIX | MWELX | FWGIX / MWELX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 0.93 | 44% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 13.775 | 10.353 | 133% |
| 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 | 0.95 | 186% |
| Returns for 1 year | 9.74 | 0.35 | 2,750% |
| Returns for 3 years | 51.57 | 5.03 | 1,025% |
| Returns for 5 years | 54.88 | 9.49 | 578% |
| Returns for 10 years | N/A | 43.75 | - |
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