CWIEX
Price
$72.78
Change
+$0.34 (+0.47%)
Updated
Sep 5 closing price
Net Assets
137.57B
MWELX
Price
$47.73
Change
+$0.10 (+0.21%)
Updated
Sep 5 closing price
Net Assets
2.17B
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CWIEX vs MWELX

Header iconCWIEX vs MWELX Comparison
Open Charts CWIEX vs MWELXBanner chart's image
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
MFS Global Equity R4
Price$47.73
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets2.17B
CWIEX vs MWELX Comparison Chart in %
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CWIEX vs. MWELX commentary
Sep 08, 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 StrongBuy and MWELX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. MWELX (2.17B). CWIEX pays higher dividends than MWELX: CWIEX (1.22) vs MWELX (0.94). CWIEX was incepted earlier than MWELX: CWIEX (24 years) vs MWELX (20 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 : 12.87 vs. MWELX (-3.48). CWIEX return over 5 years is better than : 49.15 vs. MWELX (4.06).
CWIEXMWELXCWIEX / MWELX
Total Expense Ratio1.000.90111%
Annual Report Gross Expense Ratio1.000.93108%
Fund Existence24 years20 years-
Gain YTD15.99710.053159%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets138B2.17B6,359%
Annual Yield % from dividends1.220.94130%
Returns for 1 year12.87-3.48-369%
Returns for 3 years54.445.99909%
Returns for 5 years49.154.061,212%
Returns for 10 years94.2850.85185%
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