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CWICX vs MWEGX
CWICX vs MWEGX Comparison
Open Charts CWICX vs MWEGX
American Funds Capital World Gr&Inc 529C
Price$61.28
Change-$2.22 (-3.50%)
VolumeN/A
Net Assets123.19B
MFS Global Equity R1
Price$35.98
Change-$1.04 (-2.81%)
VolumeN/A
Net Assets2.16B
CWICX vs MWEGX Comparison Chart
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CWICX vs. MWEGX commentary
Apr 04, 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 CWICX is a Buy and MWEGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 123B vs. MWEGX (2.16B). CWICX pays higher dividends than MWEGX: CWICX (0.87) vs MWEGX (0.16). CWICX was incepted earlier than MWEGX: CWICX (23 years) vs MWEGX (20 years). MWEGX (1.93) is less costly to investors than CWICX (1.53). CWICX is a more actively managed with annual turnover of: 27.00 vs. MWEGX (8.00). MWEGX has a lower initial minimum investment than CWICX: MWEGX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : -0.54 vs. MWEGX (-10.65). CWICX return over 5 years is better than : 66.86 vs. MWEGX (16.57).
| CWICX | MWEGX | CWICX / MWEGX | |
| Total Expense Ratio | 1.53 | 1.90 | 81% |
| Annual Report Gross Expense Ratio | 1.53 | 1.93 | 79% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 0.674 | 1.843 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 2.16B | 5,684% |
| Annual Yield % from dividends | 0.87 | 0.16 | 543% |
| Returns for 1 year | -0.54 | -10.65 | 5% |
| Returns for 3 years | 10.74 | -23.01 | -47% |
| Returns for 5 years | 66.86 | 16.57 | 404% |
| Returns for 10 years | 49.18 | 10.82 | 455% |