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CWIAX vs MWEFX
CWIAX vs MWEFX Comparison
Open Charts CWIAX vs MWEFX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
MFS Global Equity A
Price$40.46
Change-$7.21 (-15.12%)
VolumeN/A
Net Assets1.79B
CWIAX vs MWEFX Comparison Chart in %
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CWIAX vs. MWEFX commentary
Feb 04, 2026
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: 142B vs. MWEFX (1.79B). CWIAX pays higher dividends than MWEFX: CWIAX (1.45) vs MWEFX (0.75). 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 : 16.21 vs. MWEFX (-10.26). CWIAX return over 5 years is better than : 33.28 vs. MWEFX (-21.26).
| 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 | 4.934 | 0.522 | 946% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.79B | 7,920% |
| Annual Yield % from dividends | 1.45 | 0.75 | 192% |
| Returns for 1 year | 16.21 | -10.26 | -158% |
| Returns for 3 years | 43.10 | -13.82 | -312% |
| Returns for 5 years | 33.28 | -21.26 | -157% |
| Returns for 10 years | 124.19 | 32.59 | 381% |
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