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CWIAX vs MWEGX
CWIAX vs MWEGX Comparison
Open Charts CWIAX vs MWEGX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
MFS Global Equity R1
Price$39.71
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets2.19B
CWIAX vs MWEGX Comparison Chart in %
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CWIAX vs. MWEGX commentary
Aug 18, 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 MWEGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. MWEGX (2.19B). CWIAX pays higher dividends than MWEGX: CWIAX (1.46) vs MWEGX (0.15). CWIAX was incepted earlier than MWEGX: CWIAX (24 years) vs MWEGX (20 years). MWEGX (1.93) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. MWEGX (18.00). MWEGX has a lower initial minimum investment than CWIAX: MWEGX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 11.41 vs. MWEGX (-4.82). CWIAX return over 5 years is better than : 51.32 vs. MWEGX (-5.26).
| CWIAX | MWEGX | CWIAX / MWEGX | |
| Total Expense Ratio | 0.78 | 1.90 | 41% |
| Annual Report Gross Expense Ratio | 0.78 | 1.93 | 40% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 15.485 | 9.243 | 168% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,259% |
| Annual Yield % from dividends | 1.46 | 0.15 | 955% |
| Returns for 1 year | 11.41 | -4.82 | -237% |
| Returns for 3 years | 42.58 | -11.31 | -376% |
| Returns for 5 years | 51.32 | -5.26 | -975% |
| Returns for 10 years | 85.94 | 20.41 | 421% |
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