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CWIFX vs MEQRX
CWIFX vs MEQRX Comparison
Open Charts CWIFX vs MEQRX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
MFS Global Equity R2
Price$44.48
Change-$0.14 (-0.31%)
VolumeN/A
Net Assets2.04B
CWIFX vs MEQRX Comparison Chart in %
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CWIFX vs. MEQRX 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 CWIFX is a Hold and MEQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. MEQRX (2.04B). CWIFX pays higher dividends than MEQRX: CWIFX (1.49) vs MEQRX (0.45). CWIFX was incepted earlier than MEQRX: CWIFX (23 years) vs MEQRX (22 years). MEQRX (1.43) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. MEQRX (18.00). MEQRX has a lower initial minimum investment than CWIFX: MEQRX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 12.35 vs. MEQRX (-5.98). CWIFX return over 5 years is better than : 46.07 vs. MEQRX (-8.09).
| CWIFX | MEQRX | CWIFX / MEQRX | |
| Total Expense Ratio | 0.86 | 1.40 | 61% |
| Annual Report Gross Expense Ratio | 0.86 | 1.43 | 60% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 19.117 | 7.778 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 2.04B | 6,824% |
| Annual Yield % from dividends | 1.49 | 0.45 | 335% |
| Returns for 1 year | 12.35 | -5.98 | -206% |
| Returns for 3 years | 52.31 | -3.44 | -1,521% |
| Returns for 5 years | 46.07 | -8.09 | -570% |
| Returns for 10 years | 100.03 | 32.52 | 308% |
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