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CWIEX vs MEQRX
CWIEX vs MEQRX Comparison
Open Charts CWIEX vs MEQRX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
MFS Global Equity R2
Price$38.45
Change-$7.20 (-15.77%)
VolumeN/A
Net Assets1.79B
CWIEX vs MEQRX Comparison Chart in %
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CWIEX vs. MEQRX 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 CWIEX is a Buy and MEQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. MEQRX (1.79B). CWIEX pays higher dividends than MEQRX: CWIEX (1.24) vs MEQRX (0.55). CWIEX was incepted earlier than MEQRX: CWIEX (24 years) vs MEQRX (22 years). MEQRX (1.43) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. MEQRX (18.00). MEQRX has a lower initial minimum investment than CWIEX: MEQRX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. MEQRX (-11.30). CWIEX return over 5 years is better than : 31.71 vs. MEQRX (-23.45).
| CWIEX | MEQRX | CWIEX / MEQRX | |
| Total Expense Ratio | 1.00 | 1.40 | 71% |
| Annual Report Gross Expense Ratio | 1.00 | 1.43 | 70% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 4.913 | 0.470 | 1,045% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.79B | 7,920% |
| Annual Yield % from dividends | 1.24 | 0.55 | 225% |
| Returns for 1 year | 15.93 | -11.30 | -141% |
| Returns for 3 years | 42.06 | -15.87 | -265% |
| Returns for 5 years | 31.71 | -23.45 | -135% |
| Returns for 10 years | 119.07 | 27.75 | 429% |
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