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CWIAX vs MWEMX
CWIAX vs MWEMX Comparison
Open Charts CWIAX vs MWEMX
American Funds Capital World Gr&Inc 529A
Price$72.58
Change+$0.53 (+0.74%)
VolumeN/A
Net Assets136.06B
MFS Global Equity R6
Price$49.34
Change+$0.18 (+0.37%)
VolumeN/A
Net Assets2.16B
CWIAX vs MWEMX Comparison Chart in %
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CWIAX vs. MWEMX commentary
Sep 05, 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 (1.43) vs MWEMX (1.01). 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 : 12.17 vs. MWEMX (-3.94). CWIAX return over 5 years is better than : 50.23 vs. MWEMX (4.08).
| 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 | 15.660 | 9.463 | 165% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.16B | 6,296% |
| Annual Yield % from dividends | 1.43 | 1.01 | 142% |
| Returns for 1 year | 12.17 | -3.94 | -309% |
| Returns for 3 years | 54.27 | 5.35 | 1,015% |
| Returns for 5 years | 50.23 | 4.08 | 1,231% |
| Returns for 10 years | 102.33 | 52.18 | 196% |
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