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CWICX vs MWELX
CWICX vs MWELX Comparison
Open Charts CWICX vs MWELX
American Funds Capital World Gr&Inc 529C
Price$63.29
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
MFS Global Equity R4
Price$43.67
Change+$0.42 (+0.97%)
VolumeN/A
CapitalizationN/A
CWICX vs MWELX Comparison Chart
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CWICX vs. MWELX commentary
Dec 23, 2024
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: 125B vs. MWELX (2.29B). 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 : 7.77 vs. MWELX (-4.49). CWICX return over 5 years is better than : 28.33 vs. MWELX (-4.21).
| 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 | 6.854 | -5.306 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.29B | 5,466% |
| Annual Yield % from dividends | 0.97 | 0.95 | 103% |
| Returns for 1 year | 7.77 | -4.49 | -173% |
| Returns for 3 years | 5.92 | -21.63 | -27% |
| Returns for 5 years | 28.33 | -4.21 | -672% |
| Returns for 10 years | 53.02 | 32.58 | 163% |
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