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CWIEX vs MWEHX
CWIEX vs MWEHX Comparison
Open Charts CWIEX vs MWEHX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
MFS Global Equity R3
Price$46.93
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets2.19B
CWIEX vs MWEHX Comparison Chart in %
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CWIEX vs. MWEHX commentary
Aug 17, 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 MWEHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. MWEHX (2.19B). CWIEX pays higher dividends than MWEHX: CWIEX (1.25) vs MWEHX (0.66). CWIEX was incepted earlier than MWEHX: CWIEX (23 years) vs MWEHX (20 years). MWEHX (1.18) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. MWEHX (18.00). MWEHX has a lower initial minimum investment than CWIEX: MWEHX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 11.15 vs. MWEHX (-2.21). CWIEX return over 5 years is better than : 49.58 vs. MWEHX (3.33).
| CWIEX | MWEHX | CWIEX / MWEHX | |
| Total Expense Ratio | 1.00 | 1.15 | 87% |
| Annual Report Gross Expense Ratio | 1.00 | 1.18 | 85% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 15.312 | 9.752 | 157% |
| 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 | 0.66 | 189% |
| Returns for 1 year | 11.15 | -2.21 | -504% |
| Returns for 3 years | 41.58 | -5.46 | -762% |
| Returns for 5 years | 49.58 | 3.33 | 1,488% |
| Returns for 10 years | 81.77 | 37.62 | 217% |
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