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CWIAX vs MWEMX
CWIAX vs MWEMX Comparison
Open Charts CWIAX vs MWEMX
American Funds Capital World Gr&Inc 529A
Price$72.32
Change+$0.93 (+1.30%)
VolumeN/A
Net Assets135.64B
MFS Global Equity R6
Price$48.96
Change+$0.47 (+0.97%)
VolumeN/A
Net Assets2.16B
CWIAX vs MWEMX Comparison Chart in %
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CWIAX vs. MWEMX commentary
Aug 13, 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 StrongBuy and MWEMX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. MWEMX (2.16B). CWIAX pays higher dividends than MWEMX: CWIAX (1.46) vs MWEMX (1.03). 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 : 15.04 vs. MWEMX (-0.70). CWIAX return over 5 years is better than : 50.63 vs. MWEMX (3.27).
| 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 | 15.246 | 7.972 | 191% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.16B | 6,311% |
| Annual Yield % from dividends | 1.46 | 1.03 | 142% |
| Returns for 1 year | 15.04 | -0.70 | -2,141% |
| Returns for 3 years | 42.20 | -5.79 | -729% |
| Returns for 5 years | 50.63 | 3.27 | 1,547% |
| Returns for 10 years | 85.08 | 38.14 | 223% |
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