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CWIFX vs MEQRX
CWIFX vs MEQRX Comparison
Open Charts CWIFX vs MEQRX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
MFS Global Equity R2
Price$45.36
Change+$0.14 (+0.31%)
VolumeN/A
Net Assets2.19B
CWIFX vs MEQRX Comparison Chart in %
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CWIFX vs. MEQRX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. MEQRX (2.19B). CWIFX pays higher dividends than MEQRX: CWIFX (1.60) vs MEQRX (0.46). 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 : 11.58 vs. MEQRX (-2.83). CWIFX return over 5 years is better than : 52.56 vs. MEQRX (1.09).
| 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 | 15.587 | 9.565 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,259% |
| Annual Yield % from dividends | 1.60 | 0.46 | 351% |
| Returns for 1 year | 11.58 | -2.83 | -409% |
| Returns for 3 years | 43.22 | -6.91 | -625% |
| Returns for 5 years | 52.56 | 1.09 | 4,836% |
| Returns for 10 years | 89.56 | 32.68 | 274% |
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