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CWIEX vs MWEHX
CWIEX vs MWEHX Comparison
Open Charts CWIEX vs MWEHX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
MFS Global Equity R3
Price$46.97
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets2.17B
CWIEX vs MWEHX Comparison Chart in %
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CWIEX vs. MWEHX commentary
Sep 08, 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 (2.17B). CWIEX pays higher dividends than MWEHX: CWIEX (1.22) vs MWEHX (0.65). CWIEX was incepted earlier than MWEHX: CWIEX (24 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 : 12.87 vs. MWEHX (-3.88). CWIEX return over 5 years is better than : 49.15 vs. MWEHX (2.30).
| 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 | 20 years | - |
| Gain YTD | 15.997 | 9.846 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.17B | 6,322% |
| Annual Yield % from dividends | 1.22 | 0.65 | 189% |
| Returns for 1 year | 12.87 | -3.88 | -332% |
| Returns for 3 years | 54.44 | 4.84 | 1,126% |
| Returns for 5 years | 49.15 | 2.30 | 2,135% |
| Returns for 10 years | 94.28 | 46.37 | 203% |
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