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CWIEX vs MEQRX
CWIEX vs MEQRX Comparison
Open Charts CWIEX vs MEQRX
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
MFS Global Equity R2
Price$45.63
Change+$0.24 (+0.53%)
VolumeN/A
Net Assets2.17B
CWIEX vs MEQRX Comparison Chart in %
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CWIEX vs. MEQRX commentary
Sep 09, 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: 138B vs. MEQRX (2.17B). CWIEX pays higher dividends than MEQRX: CWIEX (1.22) vs MEQRX (0.45). 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 : 15.31 vs. MEQRX (-4.48). CWIEX return over 5 years is better than : 50.55 vs. MEQRX (0.08).
| 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 | 16.523 | 9.638 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.17B | 6,359% |
| Annual Yield % from dividends | 1.22 | 0.45 | 273% |
| Returns for 1 year | 15.31 | -4.48 | -342% |
| Returns for 3 years | 49.81 | 3.21 | 1,551% |
| Returns for 5 years | 50.55 | 0.08 | 65,573% |
| Returns for 10 years | 95.02 | 41.08 | 231% |
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