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CWIFX vs MWELX
CWIFX vs MWELX Comparison
Open Charts CWIFX vs MWELX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
MFS Global Equity R4
Price$47.73
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets2.17B
CWIFX vs MWELX Comparison Chart in %
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CWIFX vs. MWELX commentary
Sep 08, 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 StrongBuy and MWELX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. MWELX (2.17B). CWIFX pays higher dividends than MWELX: CWIFX (1.57) vs MWELX (0.94). CWIFX was incepted earlier than MWELX: CWIFX (23 years) vs MWELX (20 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 : 13.31 vs. MWELX (-3.48). CWIFX return over 5 years is better than : 52.14 vs. MWELX (4.06).
| 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 | 20 years | - |
| Gain YTD | 16.304 | 10.053 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.17B | 6,359% |
| Annual Yield % from dividends | 1.57 | 0.94 | 167% |
| Returns for 1 year | 13.31 | -3.48 | -382% |
| Returns for 3 years | 56.25 | 5.99 | 939% |
| Returns for 5 years | 52.14 | 4.06 | 1,286% |
| Returns for 10 years | 102.66 | 50.85 | 202% |
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