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CWIAX vs MWEGX
CWIAX vs MWEGX Comparison
Open Charts CWIAX vs MWEGX
American Funds Capital World Gr&Inc 529A
Price$73.79
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
MFS Global Equity R1
Price$33.18
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.84B
CWIAX vs MWEGX Comparison Chart in %
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CWIAX vs. MWEGX commentary
Jan 16, 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 Hold and MWEGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. MWEGX (1.84B). CWIAX pays higher dividends than MWEGX: CWIAX (1.52) vs MWEGX (0.25). CWIAX was incepted earlier than MWEGX: CWIAX (24 years) vs MWEGX (21 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 : 18.87 vs. MWEGX (-8.29). CWIAX return over 5 years is better than : 33.89 vs. MWEGX (-29.21).
| 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 | 21 years | - |
| Gain YTD | 3.725 | 2.030 | 184% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.84B | 7,734% |
| Annual Yield % from dividends | 1.52 | 0.25 | 615% |
| Returns for 1 year | 18.87 | -8.29 | -228% |
| Returns for 3 years | 43.38 | -19.06 | -228% |
| Returns for 5 years | 33.89 | -29.21 | -116% |
| Returns for 10 years | 123.34 | 16.60 | 743% |
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