Interact to see
Advertisement
Advertisement
CWIFX vs MWEMX
CWIFX vs MWEMX Comparison
Open Charts CWIFX vs MWEMX
American Funds Capital World Gr&Inc 529F
Price$72.60
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets136.06B
MFS Global Equity R6
Price$49.34
Change+$0.18 (+0.37%)
VolumeN/A
Net Assets2.16B
CWIFX vs MWEMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. MWEMX commentary
Sep 05, 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 MWEMX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. MWEMX (2.16B). 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 : 12.33 vs. MWEMX (-3.94). CWIFX return over 5 years is better than : 51.43 vs. MWEMX (4.08).
| 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 | 15.762 | 9.463 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.16B | 6,296% |
| Annual Yield % from dividends | 1.57 | 1.01 | 156% |
| Returns for 1 year | 12.33 | -3.94 | -313% |
| Returns for 3 years | 54.96 | 5.35 | 1,028% |
| Returns for 5 years | 51.43 | 4.08 | 1,261% |
| Returns for 10 years | 106.25 | 52.18 | 204% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement