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CWIFX vs MWEMX
CWIFX vs MWEMX Comparison
Open Charts CWIFX vs MWEMX
American Funds Capital World Gr&Inc 529F
Price$64.88
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
MFS Global Equity R6
Price$46.20
Change+$0.09 (+0.20%)
VolumeN/A
Net Assets2.14B
CWIFX vs MWEMX Comparison Chart
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CWIFX vs. MWEMX commentary
May 12, 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 Buy and MWEMX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 125B vs. MWEMX (2.14B). CWIFX pays higher dividends than MWEMX: CWIFX (1.78) vs MWEMX (1.08). 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 (8.00). 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 : 2.35 vs. MWEMX (-6.58). CWIFX return over 5 years is better than : 56.83 vs. MWEMX (14.21).
| 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 | 2.895 | 2.872 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.14B | 5,841% |
| Annual Yield % from dividends | 1.78 | 1.08 | 164% |
| Returns for 1 year | 2.35 | -6.58 | -36% |
| Returns for 3 years | 33.16 | -4.96 | -669% |
| Returns for 5 years | 56.83 | 14.21 | 400% |
| Returns for 10 years | 65.05 | 29.62 | 220% |
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