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CWIFX vs MWELX
CWIFX vs MWELX Comparison
Open Charts CWIFX vs MWELX
American Funds Capital World Gr&Inc 529F
Price$74.42
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
MFS Global Equity R4
Price$46.96
Change-$0.39 (-0.82%)
VolumeN/A
Net Assets2.06B
CWIFX vs MWELX Comparison Chart in %
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CWIFX vs. MWELX 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 MWELX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. MWELX (2.06B). CWIFX pays higher dividends than MWELX: CWIFX (1.49) vs MWELX (0.94). CWIFX was incepted earlier than MWELX: CWIFX (23 years) vs MWELX (21 years). MWELX (0.93) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. MWELX (18.00). MWELX has a lower initial minimum investment than CWIFX: MWELX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 12.31 vs. MWELX (-4.71). CWIFX return over 5 years is better than : 45.77 vs. MWELX (-3.92).
| CWIFX | MWELX | CWIFX / MWELX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 0.93 | 92% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 19.021 | 9.177 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.06B | 6,806% |
| Annual Yield % from dividends | 1.49 | 0.94 | 160% |
| Returns for 1 year | 12.31 | -4.71 | -261% |
| Returns for 3 years | 52.19 | -0.02 | -323,145% |
| Returns for 5 years | 45.77 | -3.92 | -1,167% |
| Returns for 10 years | 99.87 | 42.84 | 233% |
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