Interact to see
Advertisement
Advertisement
CWIEX vs MWELX
CWIEX vs MWELX Comparison
Open Charts CWIEX vs MWELX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
MFS Global Equity R4
Price$47.18
Change+$0.31 (+0.66%)
VolumeN/A
Net Assets2.12B
CWIEX vs MWELX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. MWELX commentary
Sep 28, 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 Buy and MWELX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. MWELX (2.12B). CWIEX pays higher dividends than MWELX: CWIEX (1.22) 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 : 9.15 vs. MWELX (-8.23). CWIEX return over 5 years is better than : 56.65 vs. MWELX (5.62).
| 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 | 18.639 | 8.785 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.12B | 6,598% |
| Annual Yield % from dividends | 1.22 | 0.94 | 130% |
| Returns for 1 year | 9.15 | -8.23 | -111% |
| Returns for 3 years | 69.61 | 13.84 | 503% |
| Returns for 5 years | 56.65 | 5.62 | 1,007% |
| Returns for 10 years | 109.57 | 55.81 | 196% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement