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CWIFX vs MWEFX
CWIFX vs MWEFX Comparison
Open Charts CWIFX vs MWEFX
American Funds Capital World Gr&Inc 529F
Price$71.24
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
MFS Global Equity A
Price$46.51
Change+$0.21 (+0.45%)
VolumeN/A
Net Assets2.15B
CWIFX vs MWEFX Comparison Chart in %
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CWIFX vs. MWEFX commentary
Aug 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 CWIFX is a StrongBuy and MWEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 135B vs. MWEFX (2.15B). CWIFX pays higher dividends than MWEFX: CWIFX (1.60) vs MWEFX (0.73). CWIFX was incepted earlier than MWEFX: CWIFX (23 years) vs MWEFX (32 years). MWEFX (1.18) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (18.00). CWIFX has a lower initial minimum investment than MWEFX: CWIFX (250) vs MWEFX (1000). CWIFX annual gain was more profitable for investors over the last year : 16.57 vs. MWEFX (-0.64). CWIFX return over 5 years is better than : 51.26 vs. MWEFX (1.95).
| CWIFX | MWEFX | CWIFX / MWEFX | |
| Total Expense Ratio | 0.86 | 1.15 | 75% |
| Annual Report Gross Expense Ratio | 0.86 | 1.18 | 73% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 13.593 | 7.325 | 186% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.15B | 6,282% |
| Annual Yield % from dividends | 1.60 | 0.73 | 221% |
| Returns for 1 year | 16.57 | -0.64 | -2,581% |
| Returns for 3 years | 44.74 | -5.20 | -861% |
| Returns for 5 years | 51.26 | 1.95 | 2,633% |
| Returns for 10 years | 83.24 | 29.82 | 279% |
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