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CWIFX vs MEQRX
CWIFX vs MEQRX Comparison
Open Charts CWIFX vs MEQRX
American Funds Capital World Gr&Inc 529F
Price$77.03
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
MFS Global Equity R2
Price$46.00
Change+$0.25 (+0.55%)
VolumeN/A
Net Assets2.07B
CWIFX vs MEQRX Comparison Chart in %
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CWIFX vs. MEQRX commentary
Dec 05, 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: 142B vs. MEQRX (2.07B). CWIFX pays higher dividends than MEQRX: CWIFX (1.48) vs MEQRX (0.44). 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 : 13.18 vs. MEQRX (-4.97). CWIFX return over 5 years is better than : 45.63 vs. MEQRX (-8.39).
| 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 | 23.195 | 11.111 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 2.07B | 6,853% |
| Annual Yield % from dividends | 1.48 | 0.44 | 336% |
| Returns for 1 year | 13.18 | -4.97 | -265% |
| Returns for 3 years | 52.29 | -4.32 | -1,211% |
| Returns for 5 years | 45.63 | -8.39 | -544% |
| Returns for 10 years | 108.34 | 37.80 | 287% |
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