CWIFX
Price
$74.61
Change
+$0.21 (+0.28%)
Updated
Sep 29 closing price
Net Assets
140.16B
MEQRX
Price
$45.05
Change
+$0.19 (+0.42%)
Updated
Sep 29 closing price
Net Assets
2.12B
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CWIFX vs MEQRX

Header iconCWIFX vs MEQRX Comparison
Open Charts CWIFX vs MEQRXBanner chart's image
American Funds Capital World Gr&Inc 529F
Price$74.61
Change+$0.21 (+0.28%)
VolumeN/A
Net Assets140.16B
MFS Global Equity R2
Price$45.05
Change+$0.19 (+0.42%)
VolumeN/A
Net Assets2.12B
CWIFX vs MEQRX Comparison Chart in %
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CWIFX vs. MEQRX commentary
Sep 30, 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 Buy and MEQRX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. MEQRX (2.12B). CWIFX pays higher dividends than MEQRX: CWIFX (1.57) 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 : 9.94 vs. MEQRX (-9.70). CWIFX return over 5 years is better than : 57.60 vs. MEQRX (-0.27).
CWIFXMEQRXCWIFX / MEQRX
Total Expense Ratio0.861.4061%
Annual Report Gross Expense Ratio0.861.4360%
Fund Existence23 years22 years-
Gain YTD18.9898.357227%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets140B2.12B6,598%
Annual Yield % from dividends1.570.45351%
Returns for 1 year9.94-9.70-102%
Returns for 3 years72.4610.65680%
Returns for 5 years57.60-0.27-21,469%
Returns for 10 years110.4741.15268%
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