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MWEFX vs WGIFX
MWEFX vs WGIFX Comparison
Open Charts MWEFX vs WGIFX
MFS Global Equity A
Price$47.35
Change+$0.15 (+0.32%)
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
MWEFX vs WGIFX Comparison Chart in %
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MWEFX vs. WGIFX commentary
Aug 19, 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 MWEFX is a StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. MWEFX (2.19B). WGIFX pays higher dividends than MWEFX: WGIFX (1.67) vs MWEFX (0.73). MWEFX was incepted earlier than WGIFX: MWEFX (32 years) vs WGIFX (17 years). MWEFX (1.18) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (18.00). WGIFX has a lower initial minimum investment than MWEFX: WGIFX (250) vs MWEFX (1000). WGIFX annual gain was more profitable for investors over the last year : 11.69 vs. MWEFX (-2.12). WGIFX return over 5 years is better than : 48.82 vs. MWEFX (3.13).
| MWEFX | WGIFX | MWEFX / WGIFX | |
| Total Expense Ratio | 1.15 | 0.52 | 221% |
| Annual Report Gross Expense Ratio | 1.18 | 0.52 | 227% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | 9.759 | 15.635 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 137B | 2% |
| Annual Yield % from dividends | 0.73 | 1.67 | 43% |
| Returns for 1 year | -2.12 | 11.69 | -18% |
| Returns for 3 years | -5.69 | 42.11 | -14% |
| Returns for 5 years | 3.13 | 48.82 | 6% |
| Returns for 10 years | 35.51 | 65.73 | 54% |
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