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CWIEX vs MWELX
CWIEX vs MWELX Comparison
Open Charts CWIEX vs MWELX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
MFS Global Equity R4
Price$48.12
Change+$0.28 (+0.59%)
VolumeN/A
Net Assets2.13B
CWIEX vs MWELX Comparison Chart in %
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CWIEX vs. MWELX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. MWELX (2.13B). CWIEX pays higher dividends than MWELX: CWIEX (1.17) 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 : 10.48 vs. MWELX (-6.51). CWIEX return over 5 years is better than : 52.18 vs. MWELX (2.71).
| 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 | 19.725 | 10.952 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.13B | 6,629% |
| Annual Yield % from dividends | 1.17 | 0.94 | 125% |
| Returns for 1 year | 10.48 | -6.51 | -161% |
| Returns for 3 years | 66.72 | 10.93 | 611% |
| Returns for 5 years | 52.18 | 2.71 | 1,926% |
| Returns for 10 years | 95.26 | 48.44 | 197% |
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