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CWIAX vs MWEFX
CWIAX vs MWEFX Comparison
Open Charts CWIAX vs MWEFX
American Funds Capital World Gr&Inc 529A
Price$73.25
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
MFS Global Equity A
Price$47.63
Change+$0.24 (+0.51%)
VolumeN/A
Net Assets2.17B
CWIAX vs MWEFX Comparison Chart in %
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CWIAX vs. MWEFX commentary
Sep 09, 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 CWIAX is a Buy and MWEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. MWEFX (2.17B). CWIAX pays higher dividends than MWEFX: CWIAX (1.43) vs MWEFX (0.71). CWIAX was incepted earlier than MWEFX: CWIAX (24 years) vs MWEFX (32 years). MWEFX (1.18) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (18.00). MWEFX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than MWEFX: CWIAX (250) vs MWEFX (1000). CWIAX annual gain was more profitable for investors over the last year : 13.15 vs. MWEFX (-3.77). CWIAX return over 5 years is better than : 50.93 vs. MWEFX (2.11).
| CWIAX | MWEFX | CWIAX / MWEFX | |
| Total Expense Ratio | 0.78 | 1.15 | 68% |
| Annual Report Gross Expense Ratio | 0.78 | 1.18 | 66% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 16.202 | 9.852 | 164% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.17B | 6,359% |
| Annual Yield % from dividends | 1.43 | 0.71 | 201% |
| Returns for 1 year | 13.15 | -3.77 | -348% |
| Returns for 3 years | 55.56 | 4.56 | 1,218% |
| Returns for 5 years | 50.93 | 2.11 | 2,419% |
| Returns for 10 years | 98.76 | 44.11 | 224% |
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