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CWIFX vs MWEMX
CWIFX vs MWEMX Comparison
Open Charts CWIFX vs MWEMX
American Funds Capital World Gr&Inc 529F
Price$72.34
Change+$0.93 (+1.30%)
VolumeN/A
Net Assets135.64B
MFS Global Equity R6
Price$48.96
Change+$0.47 (+0.97%)
VolumeN/A
Net Assets2.16B
CWIFX vs MWEMX Comparison Chart in %
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CWIFX vs. MWEMX commentary
Aug 13, 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 (1.60) vs MWEMX (1.03). 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 : 15.22 vs. MWEMX (-0.70). CWIFX return over 5 years is better than : 51.86 vs. MWEMX (3.27).
| 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 | 15.347 | 7.972 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.16B | 6,311% |
| Annual Yield % from dividends | 1.60 | 1.03 | 156% |
| Returns for 1 year | 15.22 | -0.70 | -2,166% |
| Returns for 3 years | 42.87 | -5.79 | -741% |
| Returns for 5 years | 51.86 | 3.27 | 1,584% |
| Returns for 10 years | 88.68 | 38.14 | 233% |
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