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CWIFX vs MWEGX
CWIFX vs MWEGX Comparison
Open Charts CWIFX vs MWEGX
American Funds Capital World Gr&Inc 529F
Price$72.47
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets136.73B
MFS Global Equity R1
Price$39.62
Change-$0.06 (-0.15%)
VolumeN/A
Net Assets2.18B
CWIFX vs MWEGX Comparison Chart in %
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CWIFX vs. MWEGX commentary
Aug 28, 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 MWEGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. MWEGX (2.18B). CWIFX pays higher dividends than MWEGX: CWIFX (1.60) vs MWEGX (0.15). CWIFX was incepted earlier than MWEGX: CWIFX (23 years) vs MWEGX (20 years). MWEGX (1.93) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. MWEGX (18.00). MWEGX has a lower initial minimum investment than CWIFX: MWEGX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 9.92 vs. MWEGX (-7.42). CWIFX return over 5 years is better than : 49.03 vs. MWEGX (-7.42).
| CWIFX | MWEGX | CWIFX / MWEGX | |
| Total Expense Ratio | 0.86 | 1.90 | 45% |
| Annual Report Gross Expense Ratio | 0.86 | 1.93 | 45% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 15.555 | 9.161 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.18B | 6,287% |
| Annual Yield % from dividends | 1.60 | 0.15 | 1,048% |
| Returns for 1 year | 9.92 | -7.42 | -134% |
| Returns for 3 years | 49.97 | -4.95 | -1,010% |
| Returns for 5 years | 49.03 | -7.42 | -660% |
| Returns for 10 years | 98.79 | 26.64 | 371% |
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