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CWIEX vs MWELX
CWIEX vs MWELX Comparison
Open Charts CWIEX vs MWELX
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
MFS Global Equity R4
Price$47.97
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets2.17B
CWIEX vs MWELX Comparison Chart in %
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CWIEX vs. MWELX commentary
Sep 09, 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 MWELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. MWELX (2.17B). CWIEX pays higher dividends than MWELX: CWIEX (1.22) vs MWELX (0.94). CWIEX was incepted earlier than MWELX: CWIEX (24 years) vs MWELX (20 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 : 15.31 vs. MWELX (-1.98). CWIEX return over 5 years is better than : 50.55 vs. MWELX (3.99).
| 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 | 20 years | - |
| Gain YTD | 16.523 | 10.606 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.17B | 6,359% |
| Annual Yield % from dividends | 1.22 | 0.94 | 130% |
| Returns for 1 year | 15.31 | -1.98 | -774% |
| Returns for 3 years | 49.81 | 2.58 | 1,932% |
| Returns for 5 years | 50.55 | 3.99 | 1,267% |
| Returns for 10 years | 95.02 | 52.00 | 183% |
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