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CWIEX vs MEQRX
CWIEX vs MEQRX Comparison
Open Charts CWIEX vs MEQRX
American Funds Capital World Gr&Inc 529E
Price$74.50
Change+$0.21 (+0.28%)
VolumeN/A
Net Assets140.16B
MFS Global Equity R2
Price$45.05
Change+$0.19 (+0.42%)
VolumeN/A
Net Assets2.12B
CWIEX vs MEQRX Comparison Chart in %
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CWIEX vs. MEQRX commentary
Sep 30, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. MEQRX (2.12B). 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 : 9.50 vs. MEQRX (-9.70). CWIEX return over 5 years is better than : 54.50 vs. MEQRX (-0.27).
| 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 | 18.639 | 8.357 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.12B | 6,598% |
| Annual Yield % from dividends | 1.22 | 0.45 | 273% |
| Returns for 1 year | 9.50 | -9.70 | -98% |
| Returns for 3 years | 70.46 | 10.65 | 661% |
| Returns for 5 years | 54.50 | -0.27 | -20,312% |
| Returns for 10 years | 101.81 | 41.15 | 247% |
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