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CWIFX vs MWEFX
CWIFX vs MWEFX Comparison
Open Charts CWIFX vs MWEFX
American Funds Capital World Gr&Inc 529F
Price$73.95
Change+$0.48 (+0.65%)
VolumeN/A
Net Assets136.84B
MFS Global Equity A
Price$46.92
Change+$0.91 (+1.98%)
VolumeN/A
Net Assets2.01B
CWIFX vs MWEFX Comparison Chart in %
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CWIFX vs. MWEFX commentary
Nov 23, 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 MWEFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. MWEFX (2.01B). CWIFX pays higher dividends than MWEFX: CWIFX (1.49) vs MWEFX (0.71). 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 : 11.16 vs. MWEFX (-6.73). CWIFX return over 5 years is better than : 45.03 vs. MWEFX (-7.44).
| 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 | 18.269 | 6.653 | 275% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.01B | 6,826% |
| Annual Yield % from dividends | 1.49 | 0.71 | 211% |
| Returns for 1 year | 11.16 | -6.73 | -166% |
| Returns for 3 years | 50.36 | -4.30 | -1,170% |
| Returns for 5 years | 45.03 | -7.44 | -606% |
| Returns for 10 years | 99.53 | 35.06 | 284% |
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