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$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
MFS Global Equity R4
Price$47.68
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets2.19B
CWIEX vs MWELX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. MWELX commentary
Aug 18, 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.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. MWELX (2.19B). CWIEX pays higher dividends than MWELX: CWIEX (1.25) vs MWELX (0.96). CWIEX was incepted earlier than MWELX: CWIEX (23 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 : 11.15 vs. MWELX (-1.82). CWIEX return over 5 years is better than : 49.58 vs. MWELX (5.07).
| CWIEX | MWELX | CWIEX / MWELX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 0.93 | 108% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 15.312 | 9.938 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,259% |
| Annual Yield % from dividends | 1.25 | 0.96 | 130% |
| Returns for 1 year | 11.15 | -1.82 | -614% |
| Returns for 3 years | 41.58 | -4.40 | -944% |
| Returns for 5 years | 49.58 | 5.07 | 978% |
| Returns for 10 years | 81.77 | 41.81 | 196% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement