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CWIFX vs MEQRX
CWIFX vs MEQRX Comparison
Open Charts CWIFX vs MEQRX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
MFS Global Equity R2
Price$45.85
Change-$0.48 (-1.04%)
VolumeN/A
Net Assets2.12B
CWIFX vs MEQRX Comparison Chart in %
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CWIFX vs. MEQRX commentary
Nov 14, 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 CWIFX is a StrongBuy and MEQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. MEQRX (2.12B). CWIFX pays higher dividends than MEQRX: CWIFX (1.49) vs MEQRX (0.45). CWIFX was incepted earlier than MEQRX: CWIFX (23 years) vs MEQRX (22 years). MEQRX (1.43) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. MEQRX (18.00). MEQRX has a lower initial minimum investment than CWIFX: MEQRX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 13.64 vs. MEQRX (-4.59). CWIFX return over 5 years is better than : 49.49 vs. MEQRX (-5.78).
| CWIFX | MEQRX | CWIFX / MEQRX | |
| Total Expense Ratio | 0.86 | 1.40 | 61% |
| Annual Report Gross Expense Ratio | 0.86 | 1.43 | 60% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 21.356 | 10.749 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 2.12B | 6,783% |
| Annual Yield % from dividends | 1.49 | 0.45 | 335% |
| Returns for 1 year | 13.64 | -4.59 | -297% |
| Returns for 3 years | 55.78 | -0.57 | -9,854% |
| Returns for 5 years | 49.49 | -5.78 | -855% |
| Returns for 10 years | 107.52 | 38.38 | 280% |
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