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MWELX vs WGIFX
MWELX vs WGIFX Comparison
Open Charts MWELX vs WGIFX
MFS Global Equity R4
Price$48.42
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets2.07B
American Funds Capital World Gr&Inc F2
Price$77.26
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
MWELX vs WGIFX Comparison Chart in %
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MWELX vs. WGIFX commentary
Dec 04, 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 MWELX is a Buy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. MWELX (2.07B). WGIFX pays higher dividends than MWELX: WGIFX (1.55) vs MWELX (0.93). MWELX was incepted earlier than WGIFX: MWELX (21 years) vs WGIFX (17 years). MWELX (0.93) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. MWELX (18.00). MWELX has a lower initial minimum investment than WGIFX: MWELX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 13.31 vs. MWELX (-3.99). WGIFX return over 5 years is better than : 42.72 vs. MWELX (-4.78).
| MWELX | WGIFX | MWELX / WGIFX | |
| Total Expense Ratio | 0.90 | 0.52 | 173% |
| Annual Report Gross Expense Ratio | 0.93 | 0.52 | 179% |
| Fund Existence | 21 years | 17 years | - |
| Gain YTD | 11.644 | 23.277 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 142B | 1% |
| Annual Yield % from dividends | 0.93 | 1.55 | 60% |
| Returns for 1 year | -3.99 | 13.31 | -30% |
| Returns for 3 years | -1.75 | 51.76 | -3% |
| Returns for 5 years | -4.78 | 42.72 | -11% |
| Returns for 10 years | 47.29 | 82.92 | 57% |
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