Interact to see
Advertisement
Advertisement
CWIAX vs MWEMX
CWIAX vs MWEMX Comparison
Open Charts CWIAX vs MWEMX
American Funds Capital World Gr&Inc 529A
Price$74.08
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
MFS Global Equity R6
Price$48.55
Change-$0.54 (-1.10%)
VolumeN/A
Net Assets2.13B
CWIAX vs MWEMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. MWEMX commentary
Sep 27, 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 (2.14B). 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 : 10.35 vs. MWEMX (-5.75). CWIAX return over 5 years is better than : 57.83 vs. MWEMX (6.73).
| 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 | 18.360 | 9.308 | 197% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.14B | 6,604% |
| Annual Yield % from dividends | 1.43 | 1.01 | 142% |
| Returns for 1 year | 10.35 | -5.75 | -180% |
| Returns for 3 years | 69.75 | 14.10 | 495% |
| Returns for 5 years | 57.83 | 6.73 | 860% |
| Returns for 10 years | 113.48 | 55.74 | 204% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement