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CWIAX vs MWEMX
CWIAX vs MWEMX Comparison
Open Charts CWIAX vs MWEMX
American Funds Capital World Gr&Inc 529A
Price$71.61
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
MFS Global Equity R6
Price$42.56
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets1.84B
CWIAX vs MWEMX Comparison Chart in %
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CWIAX vs. MWEMX commentary
Dec 27, 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 Hold and MWEMX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. MWEMX (1.84B). CWIAX pays higher dividends than MWEMX: CWIAX (1.35) vs MWEMX (0.99). CWIAX was incepted earlier than MWEMX: CWIAX (24 years) vs MWEMX (14 years). MWEMX (0.84) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. MWEMX (18.00). MWEMX has a lower initial minimum investment than CWIAX: MWEMX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 12.35 vs. MWEMX (-6.50). CWIAX return over 5 years is better than : 33.75 vs. MWEMX (-18.09).
| CWIAX | MWEMX | CWIAX / MWEMX | |
| Total Expense Ratio | 0.78 | 0.81 | 96% |
| Annual Report Gross Expense Ratio | 0.78 | 0.84 | 93% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 14.414 | -5.233 | -275% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.84B | 7,722% |
| Annual Yield % from dividends | 1.35 | 0.99 | 136% |
| Returns for 1 year | 12.35 | -6.50 | -190% |
| Returns for 3 years | 46.06 | -4.64 | -993% |
| Returns for 5 years | 33.75 | -18.09 | -187% |
| Returns for 10 years | 94.37 | 27.91 | 338% |
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