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CWIAX vs MWEMX
CWIAX vs MWEMX Comparison
Open Charts CWIAX vs MWEMX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
MFS Global Equity R6
Price$49.86
Change+$0.30 (+0.61%)
VolumeN/A
Net Assets2.12B
CWIAX vs MWEMX Comparison Chart in %
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CWIAX vs. MWEMX commentary
Oct 18, 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 MWEMX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. MWEMX (2.12B). CWIAX pays higher dividends than MWEMX: CWIAX (1.39) vs MWEMX (1.00). CWIAX was incepted earlier than MWEMX: CWIAX (24 years) vs MWEMX (13 years). MWEMX (0.84) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. MWEMX (18.00). MWEMX has a lower initial minimum investment than CWIAX: MWEMX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 10.88 vs. MWEMX (-6.64). CWIAX return over 5 years is better than : 54.18 vs. MWEMX (2.74).
| CWIAX | MWEMX | CWIAX / MWEMX | |
| Total Expense Ratio | 0.78 | 0.81 | 96% |
| Annual Report Gross Expense Ratio | 0.78 | 0.84 | 93% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 20.102 | 10.354 | 194% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.12B | 6,667% |
| Annual Yield % from dividends | 1.39 | 1.00 | 138% |
| Returns for 1 year | 10.88 | -6.64 | -164% |
| Returns for 3 years | 68.11 | 10.56 | 645% |
| Returns for 5 years | 54.18 | 2.74 | 1,976% |
| Returns for 10 years | 99.97 | 46.48 | 215% |
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