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CWIFX vs MEQRX
CWIFX vs MEQRX Comparison
Open Charts CWIFX vs MEQRX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
MFS Global Equity R2
Price$38.45
Change-$7.20 (-15.77%)
VolumeN/A
Net Assets1.79B
CWIFX vs MEQRX Comparison Chart in %
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CWIFX vs. MEQRX commentary
Feb 05, 2026
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: 142B vs. MEQRX (1.79B). CWIFX pays higher dividends than MEQRX: CWIFX (1.59) vs MEQRX (0.55). 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 : 16.37 vs. MEQRX (-11.30). CWIFX return over 5 years is better than : 34.32 vs. MEQRX (-23.45).
| 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 | 4.948 | 0.470 | 1,052% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.79B | 7,920% |
| Annual Yield % from dividends | 1.59 | 0.55 | 288% |
| Returns for 1 year | 16.37 | -11.30 | -145% |
| Returns for 3 years | 43.74 | -15.87 | -276% |
| Returns for 5 years | 34.32 | -23.45 | -146% |
| Returns for 10 years | 128.46 | 27.75 | 463% |
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