Interact to see
Advertisement
Advertisement
CWIEX vs MWEFX
CWIEX vs MWEFX Comparison
Open Charts CWIEX vs MWEFX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
MFS Global Equity A
Price$47.35
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets2.19B
CWIEX vs MWEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. MWEFX commentary
Aug 19, 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 MWEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. MWEFX (2.19B). CWIEX pays higher dividends than MWEFX: CWIEX (1.25) vs MWEFX (0.73). CWIEX was incepted earlier than MWEFX: CWIEX (23 years) vs MWEFX (32 years). MWEFX (1.18) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (18.00). CWIEX has a lower initial minimum investment than MWEFX: CWIEX (250) vs MWEFX (1000). CWIEX annual gain was more profitable for investors over the last year : 11.15 vs. MWEFX (-2.12). CWIEX return over 5 years is better than : 49.58 vs. MWEFX (3.13).
| CWIEX | MWEFX | CWIEX / MWEFX | |
| Total Expense Ratio | 1.00 | 1.15 | 87% |
| Annual Report Gross Expense Ratio | 1.00 | 1.18 | 85% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 15.312 | 9.759 | 157% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,259% |
| Annual Yield % from dividends | 1.25 | 0.73 | 172% |
| Returns for 1 year | 11.15 | -2.12 | -526% |
| Returns for 3 years | 41.58 | -5.69 | -731% |
| Returns for 5 years | 49.58 | 3.13 | 1,586% |
| Returns for 10 years | 81.77 | 35.51 | 230% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement