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FWGIX vs MWEMX
FWGIX vs MWEMX Comparison
Open Charts FWGIX vs MWEMX
American Funds Capital World Gr&Inc F3
Price$72.01
Change-$0.47 (-0.65%)
VolumeN/A
Net Assets137.34B
MFS Global Equity R6
Price$49.36
Change-$0.52 (-1.04%)
VolumeN/A
Net Assets2.24B
FWGIX vs MWEMX Comparison Chart in %
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FWGIX vs. MWEMX commentary
Jul 30, 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: 137B vs. MWEMX (2.24B). FWGIX pays higher dividends than MWEMX: FWGIX (1.77) vs MWEMX (1.02). FWGIX was incepted earlier than MWEMX: FWGIX (9 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 (18.00). 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 : 12.48 vs. MWEMX (-1.09). FWGIX return over 5 years is better than : 49.70 vs. MWEMX (6.91).
| FWGIX | MWEMX | FWGIX / MWEMX | |
| Total Expense Ratio | 0.41 | 0.81 | 51% |
| Annual Report Gross Expense Ratio | 0.41 | 0.84 | 49% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 14.490 | 9.909 | 146% |
| 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 | 1.02 | 174% |
| Returns for 1 year | 12.48 | -1.09 | -1,150% |
| Returns for 3 years | 45.67 | -1.61 | -2,841% |
| Returns for 5 years | 49.70 | 6.91 | 719% |
| Returns for 10 years | N/A | 38.27 | - |