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CWIFX vs MWELX
CWIFX vs MWELX Comparison
Open Charts CWIFX vs MWELX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
MFS Global Equity R4
Price$48.12
Change+$0.28 (+0.59%)
VolumeN/A
Net Assets2.13B
CWIFX vs MWELX Comparison Chart in %
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CWIFX vs. MWELX 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 MWELX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. MWELX (2.13B). CWIFX pays higher dividends than MWELX: CWIFX (1.53) 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 : 10.94 vs. MWELX (-6.51). CWIFX return over 5 years is better than : 55.22 vs. MWELX (2.71).
| 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 | 20.108 | 10.952 | 184% |
| 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 | 0.94 | 163% |
| Returns for 1 year | 10.94 | -6.51 | -168% |
| Returns for 3 years | 68.69 | 10.93 | 629% |
| Returns for 5 years | 55.22 | 2.71 | 2,038% |
| Returns for 10 years | 103.66 | 48.44 | 214% |
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