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CWIFX vs MWEHX
CWIFX vs MWEHX Comparison
Open Charts CWIFX vs MWEHX
American Funds Capital World Gr&Inc 529F
Price$64.88
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
MFS Global Equity R3
Price$43.93
Change+$0.08 (+0.18%)
VolumeN/A
Net Assets2.14B
CWIFX vs MWEHX Comparison Chart
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CWIFX vs. MWEHX commentary
May 12, 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 Buy and MWEHX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 125B vs. MWEHX (2.14B). CWIFX pays higher dividends than MWEHX: CWIFX (1.78) vs MWEHX (0.70). 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 (8.00). 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 : 2.35 vs. MWEHX (-7.43). CWIFX return over 5 years is better than : 56.83 vs. MWEHX (11.61).
| 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 | 2.895 | 2.736 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.14B | 5,841% |
| Annual Yield % from dividends | 1.78 | 0.70 | 255% |
| Returns for 1 year | 2.35 | -7.43 | -32% |
| Returns for 3 years | 33.16 | -6.28 | -528% |
| Returns for 5 years | 56.83 | 11.61 | 489% |
| Returns for 10 years | 65.05 | 26.70 | 244% |
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