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CWICX vs MWELX
CWICX vs MWELX Comparison
Open Charts CWICX vs MWELX
American Funds Capital World Gr&Inc 529C
Price$65.80
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
MFS Global Equity R4
Price$45.68
Change-$0.36 (-0.78%)
VolumeN/A
Net Assets2.28B
CWICX vs MWELX Comparison Chart
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CWICX vs. MWELX commentary
Feb 23, 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 StrongBuy and MWELX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. MWELX (2.28B). CWICX (0.97) and MWELX (0.95) have matching dividends . CWICX was incepted earlier than MWELX: CWICX (23 years) vs MWELX (20 years). CWICX is a more actively managed with annual turnover of: 27.00 vs. MWELX (8.00). MWELX has a lower initial minimum investment than CWICX: MWELX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 6.24 vs. MWELX (-3.46). CWICX return over 5 years is better than : 32.14 vs. MWELX (-0.91).
| CWICX | MWELX | CWICX / MWELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 4.196 | 5.326 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 2.28B | 5,616% |
| Annual Yield % from dividends | 0.97 | 0.95 | 103% |
| Returns for 1 year | 6.24 | -3.46 | -181% |
| Returns for 3 years | 16.16 | -12.72 | -127% |
| Returns for 5 years | 32.14 | -0.91 | -3,522% |
| Returns for 10 years | 53.44 | 34.98 | 153% |