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CWIAX vs MWEMX
CWIAX vs MWEMX Comparison
Open Charts CWIAX vs MWEMX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
MFS Global Equity R6
Price$48.51
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets2.04B
CWIAX vs MWEMX Comparison Chart in %
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CWIAX vs. MWEMX 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 MWEMX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. MWEMX (2.04B). CWIAX pays higher dividends than MWEMX: CWIAX (1.36) 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 : 12.18 vs. MWEMX (-4.59). CWIAX return over 5 years is better than : 44.89 vs. MWEMX (-3.88).
| 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 | 18.952 | 8.328 | 228% |
| 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 | 1.00 | 136% |
| Returns for 1 year | 12.18 | -4.59 | -266% |
| Returns for 3 years | 51.61 | -0.60 | -8,601% |
| Returns for 5 years | 44.89 | -3.88 | -1,157% |
| Returns for 10 years | 96.19 | 40.62 | 237% |
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