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MWELX vs WGIFX
MWELX vs WGIFX Comparison
Open Charts MWELX vs WGIFX
MFS Global Equity R4
Price$48.25
Change-$0.51 (-1.05%)
VolumeN/A
Net Assets2.12B
American Funds Capital World Gr&Inc F2
Price$76.10
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
MWELX vs WGIFX Comparison Chart in %
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MWELX vs. WGIFX commentary
Nov 14, 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: 144B vs. MWELX (2.12B). WGIFX pays higher dividends than MWELX: WGIFX (1.56) vs MWELX (0.94). 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 : 15.32 vs. MWELX (-2.92). WGIFX return over 5 years is better than : 49.19 vs. MWELX (-1.02).
| 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 | 12.428 | 23.660 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 144B | 1% |
| Annual Yield % from dividends | 0.94 | 1.56 | 60% |
| Returns for 1 year | -2.92 | 15.32 | -19% |
| Returns for 3 years | 2.44 | 57.23 | 4% |
| Returns for 5 years | -1.02 | 49.19 | -2% |
| Returns for 10 years | 50.97 | 87.75 | 58% |
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