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CWIAX vs MWEFX
CWIAX vs MWEFX Comparison
Open Charts CWIAX vs MWEFX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
MFS Global Equity A
Price$47.35
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets2.19B
CWIAX vs MWEFX Comparison Chart in %
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CWIAX vs. MWEFX commentary
Aug 19, 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: 137B vs. MWEFX (2.19B). CWIAX pays higher dividends than MWEFX: CWIAX (1.46) vs MWEFX (0.73). 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 : 11.41 vs. MWEFX (-2.12). CWIAX return over 5 years is better than : 51.32 vs. MWEFX (3.13).
| 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 | 15.485 | 9.759 | 159% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,259% |
| Annual Yield % from dividends | 1.46 | 0.73 | 201% |
| Returns for 1 year | 11.41 | -2.12 | -538% |
| Returns for 3 years | 42.58 | -5.69 | -749% |
| Returns for 5 years | 51.32 | 3.13 | 1,641% |
| Returns for 10 years | 85.94 | 35.51 | 242% |
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