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CWIEX vs MWELX
CWIEX vs MWELX Comparison
Open Charts CWIEX vs MWELX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
MFS Global Equity R4
Price$46.96
Change-$0.39 (-0.82%)
VolumeN/A
Net Assets2.06B
CWIEX vs MWELX Comparison Chart in %
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CWIEX vs. MWELX commentary
Nov 20, 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 CWIEX is a Hold and MWELX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. MWELX (2.06B). CWIEX pays higher dividends than MWELX: CWIEX (1.15) vs MWELX (0.94). CWIEX was incepted earlier than MWELX: CWIEX (24 years) vs MWELX (21 years). CWIEX (1.00) is less costly to investors than MWELX (0.93). CWIEX is a more actively managed with annual turnover of: 27.00 vs. MWELX (18.00). MWELX has a lower initial minimum investment than CWIEX: MWELX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 11.86 vs. MWELX (-4.71). CWIEX return over 5 years is better than : 42.92 vs. MWELX (-3.92).
| CWIEX | MWELX | CWIEX / MWELX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 0.93 | 108% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 18.591 | 9.177 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.06B | 6,806% |
| Annual Yield % from dividends | 1.15 | 0.94 | 123% |
| Returns for 1 year | 11.86 | -4.71 | -252% |
| Returns for 3 years | 50.41 | -0.02 | -312,136% |
| Returns for 5 years | 42.92 | -3.92 | -1,094% |
| Returns for 10 years | 91.62 | 42.84 | 214% |
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