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CWIEX vs MWELX
CWIEX vs MWELX Comparison
Open Charts CWIEX vs MWELX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
MFS Global Equity R4
Price$40.76
Change-$7.26 (-15.12%)
VolumeN/A
Net Assets1.79B
CWIEX vs MWELX Comparison Chart in %
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CWIEX vs. MWELX 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 MWELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. MWELX (1.79B). CWIEX pays higher dividends than MWELX: CWIEX (1.24) vs MWELX (0.96). CWIEX was incepted earlier than MWELX: CWIEX (24 years) vs MWELX (21 years). CWIEX (1.00) is less costly to investors than MWELX (0.93). CWIEX is a more actively managed with annual turnover of: 27.00 vs. MWELX (18.00). MWELX has a lower initial minimum investment than CWIEX: MWELX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. MWELX (-9.92). CWIEX return over 5 years is better than : 31.71 vs. MWELX (-19.66).
| CWIEX | MWELX | CWIEX / MWELX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 0.93 | 108% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 4.913 | 0.543 | 905% |
| 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 | 0.96 | 130% |
| Returns for 1 year | 15.93 | -9.92 | -161% |
| Returns for 3 years | 42.06 | -12.99 | -324% |
| Returns for 5 years | 31.71 | -19.66 | -161% |
| Returns for 10 years | 119.07 | 37.88 | 314% |
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