Interact to see
Advertisement
Advertisement
CWIFX vs MWEHX
CWIFX vs MWEHX Comparison
Open Charts CWIFX vs MWEHX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
MFS Global Equity R3
Price$46.05
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets2.04B
CWIFX vs MWEHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. MWEHX commentary
Nov 20, 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 MWEHX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. MWEHX (2.04B). CWIFX pays higher dividends than MWEHX: CWIFX (1.49) vs MWEHX (0.64). CWIFX was incepted earlier than MWEHX: CWIFX (23 years) vs MWEHX (21 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 : 12.35 vs. MWEHX (-5.42). CWIFX return over 5 years is better than : 46.07 vs. MWEHX (-6.05).
| 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 | 21 years | - |
| Gain YTD | 19.117 | 8.022 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 2.04B | 6,824% |
| Annual Yield % from dividends | 1.49 | 0.64 | 232% |
| Returns for 1 year | 12.35 | -5.42 | -228% |
| Returns for 3 years | 52.31 | -1.95 | -2,684% |
| Returns for 5 years | 46.07 | -6.05 | -761% |
| Returns for 10 years | 100.03 | 37.45 | 267% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement