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CWIAX vs MWEGX
CWIAX vs MWEGX Comparison
Open Charts CWIAX vs MWEGX
American Funds Capital World Gr&Inc 529A
Price$74.24
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
MFS Global Equity R1
Price$32.83
Change+$0.17 (+0.52%)
VolumeN/A
Net Assets1.77B
CWIAX vs MWEGX Comparison Chart in %
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CWIAX vs. MWEGX commentary
Feb 05, 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 MWEGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. MWEGX (1.77B). CWIAX pays higher dividends than MWEGX: CWIAX (1.45) vs MWEGX (0.24). 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 : 14.55 vs. MWEGX (-14.11). CWIAX return over 5 years is better than : 31.69 vs. MWEGX (-30.39).
| 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 | 4.358 | 0.953 | 457% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.77B | 8,009% |
| Annual Yield % from dividends | 1.45 | 0.24 | 592% |
| Returns for 1 year | 14.55 | -14.11 | -103% |
| Returns for 3 years | 42.32 | -21.20 | -200% |
| Returns for 5 years | 31.69 | -30.39 | -104% |
| Returns for 10 years | 122.96 | 13.09 | 939% |
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