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CWIFX vs MWELX
CWIFX vs MWELX Comparison
Open Charts CWIFX vs MWELX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
MFS Global Equity R4
Price$47.18
Change+$0.31 (+0.66%)
VolumeN/A
Net Assets2.12B
CWIFX vs MWELX Comparison Chart in %
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CWIFX vs. MWELX commentary
Sep 28, 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 MWELX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. MWELX (2.12B). CWIFX pays higher dividends than MWELX: CWIFX (1.57) 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 : 9.58 vs. MWELX (-8.23). CWIFX return over 5 years is better than : 59.80 vs. MWELX (5.62).
| 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 | 18.989 | 8.785 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.12B | 6,598% |
| Annual Yield % from dividends | 1.57 | 0.94 | 167% |
| Returns for 1 year | 9.58 | -8.23 | -116% |
| Returns for 3 years | 71.60 | 13.84 | 517% |
| Returns for 5 years | 59.80 | 5.62 | 1,063% |
| Returns for 10 years | 118.55 | 55.81 | 212% |
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