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FWGIX vs MWEMX
FWGIX vs MWEMX Comparison
Open Charts FWGIX vs MWEMX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
MFS Global Equity R6
Price$47.74
Change-$0.78 (-1.61%)
VolumeN/A
Net Assets2.18B
FWGIX vs MWEMX Comparison Chart
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FWGIX vs. MWEMX 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 MWEMX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. MWEMX (2.18B). FWGIX pays higher dividends than MWEMX: FWGIX (1.85) vs MWEMX (1.04). FWGIX was incepted earlier than MWEMX: FWGIX (8 years) vs MWEMX (13 years). MWEMX (0.84) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. MWEMX (8.00). MWEMX has a lower initial minimum investment than FWGIX: MWEMX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 6.71 vs. MWEMX (-3.43). FWGIX return over 5 years is better than : 53.53 vs. MWEMX (11.97).
| FWGIX | MWEMX | FWGIX / MWEMX | |
| Total Expense Ratio | 0.41 | 0.81 | 51% |
| Annual Report Gross Expense Ratio | 0.41 | 0.84 | 49% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 9.196 | 6.301 | 146% |
| 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 | 1.04 | 177% |
| Returns for 1 year | 6.71 | -3.43 | -195% |
| Returns for 3 years | 45.29 | 3.74 | 1,211% |
| Returns for 5 years | 53.53 | 11.97 | 447% |
| Returns for 10 years | N/A | 34.61 | - |
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