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CWIEX vs MEQRX
CWIEX vs MEQRX Comparison
Open Charts CWIEX vs MEQRX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
MFS Global Equity R2
Price$45.36
Change+$0.14 (+0.31%)
VolumeN/A
Net Assets2.19B
CWIEX vs MEQRX Comparison Chart in %
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CWIEX vs. MEQRX 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 CWIEX is a Buy and MEQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. MEQRX (2.19B). CWIEX pays higher dividends than MEQRX: CWIEX (1.25) vs MEQRX (0.46). CWIEX was incepted earlier than MEQRX: CWIEX (23 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 : 11.15 vs. MEQRX (-2.83). CWIEX return over 5 years is better than : 49.58 vs. MEQRX (1.09).
| CWIEX | MEQRX | CWIEX / MEQRX | |
| Total Expense Ratio | 1.00 | 1.40 | 71% |
| Annual Report Gross Expense Ratio | 1.00 | 1.43 | 70% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 15.312 | 9.565 | 160% |
| Front Load | N/A | 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 | 1.25 | 0.46 | 274% |
| Returns for 1 year | 11.15 | -2.83 | -394% |
| Returns for 3 years | 41.58 | -6.91 | -602% |
| Returns for 5 years | 49.58 | 1.09 | 4,562% |
| Returns for 10 years | 81.77 | 32.68 | 250% |
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