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CWIFX vs MWEHX
CWIFX vs MWEHX Comparison
Open Charts CWIFX vs MWEHX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
MFS Global Equity R3
Price$46.93
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets2.18B
CWIFX vs MWEHX Comparison Chart in %
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CWIFX vs. MWEHX commentary
Aug 17, 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 MWEHX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. MWEHX (2.19B). CWIFX pays higher dividends than MWEHX: CWIFX (1.60) vs MWEHX (0.66). CWIFX was incepted earlier than MWEHX: CWIFX (23 years) vs MWEHX (20 years). MWEHX (1.18) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. MWEHX (18.00). MWEHX has a lower initial minimum investment than CWIFX: MWEHX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 11.58 vs. MWEHX (-2.52). CWIFX return over 5 years is better than : 52.56 vs. MWEHX (3.00).
| CWIFX | MWEHX | CWIFX / MWEHX | |
| Total Expense Ratio | 0.86 | 1.15 | 75% |
| Annual Report Gross Expense Ratio | 0.86 | 1.18 | 73% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 15.587 | 9.401 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,270% |
| Annual Yield % from dividends | 1.60 | 0.66 | 243% |
| Returns for 1 year | 11.58 | -2.52 | -459% |
| Returns for 3 years | 43.22 | -5.76 | -751% |
| Returns for 5 years | 52.56 | 3.00 | 1,750% |
| Returns for 10 years | 89.56 | 37.18 | 241% |
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