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MEQRX vs WGIFX
MEQRX vs WGIFX Comparison
Open Charts MEQRX vs WGIFX
MFS Global Equity R2
Price$45.36
Change+$0.14 (+0.31%)
VolumeN/A
Net Assets2.19B
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
MEQRX vs WGIFX Comparison Chart in %
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MEQRX vs. WGIFX commentary
Aug 18, 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 MEQRX is a StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. MEQRX (2.19B). WGIFX pays higher dividends than MEQRX: WGIFX (1.67) vs MEQRX (0.46). MEQRX was incepted earlier than WGIFX: MEQRX (22 years) vs WGIFX (17 years). MEQRX (1.43) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. MEQRX (18.00). MEQRX has a lower initial minimum investment than WGIFX: MEQRX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 11.69 vs. MEQRX (-2.83). WGIFX return over 5 years is better than : 48.82 vs. MEQRX (1.09).
| MEQRX | WGIFX | MEQRX / WGIFX | |
| Total Expense Ratio | 1.40 | 0.52 | 269% |
| Annual Report Gross Expense Ratio | 1.43 | 0.52 | 275% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 9.565 | 15.635 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 137B | 2% |
| Annual Yield % from dividends | 0.46 | 1.67 | 27% |
| Returns for 1 year | -2.83 | 11.69 | -24% |
| Returns for 3 years | -6.91 | 42.11 | -16% |
| Returns for 5 years | 1.09 | 48.82 | 2% |
| Returns for 10 years | 32.68 | 65.73 | 50% |