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CWIFX vs MWEMX
CWIFX vs MWEMX Comparison
Open Charts CWIFX vs MWEMX
American Funds Capital World Gr&Inc 529F
Price$74.08
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
MFS Global Equity R6
Price$48.55
Change-$0.54 (-1.10%)
VolumeN/A
Net Assets2.13B
CWIFX vs MWEMX Comparison Chart in %
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CWIFX vs. MWEMX commentary
Sep 27, 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 MWEMX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. MWEMX (2.14B). CWIFX pays higher dividends than MWEMX: CWIFX (1.57) vs MWEMX (1.01). CWIFX was incepted earlier than MWEMX: CWIFX (23 years) vs MWEMX (13 years). CWIFX (0.86) and MWEMX (0.84) have similar cost to investors . CWIFX is a more actively managed with annual turnover of: 27.00 vs. MWEMX (18.00). MWEMX has a lower initial minimum investment than CWIFX: MWEMX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 10.51 vs. MWEMX (-5.75). CWIFX return over 5 years is better than : 59.11 vs. MWEMX (6.73).
| CWIFX | MWEMX | CWIFX / MWEMX | |
| Total Expense Ratio | 0.86 | 0.81 | 106% |
| Annual Report Gross Expense Ratio | 0.86 | 0.84 | 102% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 18.477 | 9.308 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.14B | 6,604% |
| Annual Yield % from dividends | 1.57 | 1.01 | 156% |
| Returns for 1 year | 10.51 | -5.75 | -183% |
| Returns for 3 years | 70.53 | 14.10 | 500% |
| Returns for 5 years | 59.11 | 6.73 | 879% |
| Returns for 10 years | 117.61 | 55.74 | 211% |
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