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MWELX vs WGIFX
MWELX vs WGIFX Comparison
Open Charts MWELX vs WGIFX
MFS Global Equity R4
Price$40.80
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets1.84B
American Funds Capital World Gr&Inc F2
Price$71.84
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
MWELX vs WGIFX Comparison Chart in %
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MWELX vs. WGIFX commentary
Dec 28, 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. MWELX (1.84B). 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 : 12.59 vs. MWELX (-7.21). WGIFX return over 5 years is better than : 32.43 vs. MWELX (-19.10).
| 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 | -5.926 | 14.629 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 142B | 1% |
| Annual Yield % from dividends | 0.93 | 1.55 | 60% |
| Returns for 1 year | -7.21 | 12.59 | -57% |
| Returns for 3 years | -6.10 | 47.17 | -13% |
| Returns for 5 years | -19.10 | 32.43 | -59% |
| Returns for 10 years | 26.63 | 75.18 | 35% |
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