Interact to see
Advertisement
Advertisement
CWIEX vs MWEHX
CWIEX vs MWEHX Comparison
Open Charts CWIEX vs MWEHX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
MFS Global Equity R3
Price$40.04
Change-$7.21 (-15.26%)
VolumeN/A
Net Assets1.79B
CWIEX vs MWEHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. MWEHX commentary
Feb 05, 2026
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: 142B vs. MWEHX (1.79B). CWIEX pays higher dividends than MWEHX: CWIEX (1.24) vs MWEHX (0.73). CWIEX was incepted earlier than MWEHX: CWIEX (24 years) vs MWEHX (21 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 : 15.93 vs. MWEHX (-10.42). CWIEX return over 5 years is better than : 31.71 vs. MWEHX (-21.22).
| CWIEX | MWEHX | CWIEX / MWEHX | |
| Total Expense Ratio | 1.00 | 1.15 | 87% |
| Annual Report Gross Expense Ratio | 1.00 | 1.18 | 85% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 4.913 | 0.502 | 979% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.79B | 7,920% |
| Annual Yield % from dividends | 1.24 | 0.73 | 170% |
| Returns for 1 year | 15.93 | -10.42 | -153% |
| Returns for 3 years | 42.06 | -14.11 | -298% |
| Returns for 5 years | 31.71 | -21.22 | -149% |
| Returns for 10 years | 119.07 | 33.43 | 356% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement