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CWIFX vs MWEHX
CWIFX vs MWEHX Comparison
Open Charts CWIFX vs MWEHX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
MFS Global Equity R3
Price$47.34
Change+$0.27 (+0.57%)
VolumeN/A
Net Assets2.13B
CWIFX vs MWEHX Comparison Chart in %
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CWIFX vs. MWEHX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. MWEHX (2.13B). CWIFX pays higher dividends than MWEHX: CWIFX (1.53) vs MWEHX (0.65). 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 : 10.94 vs. MWEHX (-6.91). CWIFX return over 5 years is better than : 55.22 vs. MWEHX (1.01).
| 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 | 20.108 | 10.711 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.13B | 6,629% |
| Annual Yield % from dividends | 1.53 | 0.65 | 236% |
| Returns for 1 year | 10.94 | -6.91 | -158% |
| Returns for 3 years | 68.69 | 9.69 | 709% |
| Returns for 5 years | 55.22 | 1.01 | 5,474% |
| Returns for 10 years | 103.66 | 44.04 | 235% |
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