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CWIFX vs MEQRX
CWIFX vs MEQRX Comparison
Open Charts CWIFX vs MEQRX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
MFS Global Equity R2
Price$45.74
Change+$0.26 (+0.57%)
VolumeN/A
Net Assets2.12B
CWIFX vs MEQRX Comparison Chart in %
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CWIFX vs. MEQRX commentary
Oct 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 CWIFX is a Hold and MEQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. MEQRX (2.12B). CWIFX pays higher dividends than MEQRX: CWIFX (1.53) 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 : 11.07 vs. MEQRX (-8.01). CWIFX return over 5 years is better than : 55.41 vs. MEQRX (-1.75).
| 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 | 20.252 | 9.855 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.12B | 6,667% |
| Annual Yield % from dividends | 1.53 | 0.45 | 342% |
| Returns for 1 year | 11.07 | -8.01 | -138% |
| Returns for 3 years | 68.90 | 7.42 | 928% |
| Returns for 5 years | 55.41 | -1.75 | -3,163% |
| Returns for 10 years | 103.90 | 38.06 | 273% |