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CWIAX vs MWEGX
CWIAX vs MWEGX Comparison
Open Charts CWIAX vs MWEGX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
MFS Global Equity R1
Price$38.89
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets2.04B
CWIAX vs MWEGX Comparison Chart in %
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CWIAX vs. MWEGX commentary
Nov 20, 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 CWIAX is a Hold and MWEGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. MWEGX (2.04B). CWIAX pays higher dividends than MWEGX: CWIAX (1.36) vs MWEGX (0.15). CWIAX was incepted earlier than MWEGX: CWIAX (24 years) vs MWEGX (21 years). MWEGX (1.93) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. MWEGX (18.00). MWEGX has a lower initial minimum investment than CWIAX: MWEGX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 12.18 vs. MWEGX (-7.93). CWIAX return over 5 years is better than : 44.89 vs. MWEGX (-13.84).
| CWIAX | MWEGX | CWIAX / MWEGX | |
| Total Expense Ratio | 0.78 | 1.90 | 41% |
| Annual Report Gross Expense Ratio | 0.78 | 1.93 | 40% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 18.952 | 7.318 | 259% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 2.04B | 6,824% |
| Annual Yield % from dividends | 1.36 | 0.15 | 908% |
| Returns for 1 year | 12.18 | -7.93 | -154% |
| Returns for 3 years | 51.61 | -8.00 | -645% |
| Returns for 5 years | 44.89 | -13.84 | -324% |
| Returns for 10 years | 96.19 | 20.27 | 474% |
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