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CWICX vs MWELX
CWICX vs MWELX Comparison
Open Charts CWICX vs MWELX
American Funds Capital World Gr&Inc 529C
Price$61.28
Change-$2.22 (-3.50%)
VolumeN/A
Net Assets123.19B
MFS Global Equity R4
Price$43.04
Change-$1.24 (-2.80%)
VolumeN/A
Net Assets2.16B
CWICX vs MWELX Comparison Chart
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CWICX vs. MWELX 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 MWELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 123B vs. MWELX (2.16B). MWELX pays higher dividends than CWICX: MWELX (1.01) vs CWICX (0.87). CWICX was incepted earlier than MWELX: CWICX (23 years) vs MWELX (20 years). CWICX (1.53) is less costly to investors than MWELX (0.93). 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 : 0.09 vs. MWELX (-7.84). CWICX return over 5 years is better than : 66.86 vs. MWELX (29.24).
| CWICX | MWELX | CWICX / MWELX | |
| Total Expense Ratio | 1.53 | 0.90 | 170% |
| Annual Report Gross Expense Ratio | 1.53 | 0.93 | 165% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 0.674 | 2.098 | 32% |
| 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 | 1.01 | 86% |
| Returns for 1 year | 0.09 | -7.84 | -1% |
| Returns for 3 years | 11.72 | -17.03 | -69% |
| Returns for 5 years | 66.86 | 29.24 | 229% |
| Returns for 10 years | 50.22 | 30.53 | 165% |