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CWIFX vs MEQRX
CWIFX vs MEQRX Comparison
Open Charts CWIFX vs MEQRX
American Funds Capital World Gr&Inc 529F
Price$73.27
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
MFS Global Equity R2
Price$45.63
Change+$0.24 (+0.53%)
VolumeN/A
Net Assets2.17B
CWIFX vs MEQRX Comparison Chart in %
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CWIFX vs. MEQRX commentary
Sep 09, 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: 138B vs. MEQRX (2.17B). 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 : 15.74 vs. MEQRX (-4.48). CWIFX return over 5 years is better than : 53.52 vs. MEQRX (0.08).
| 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 | 16.830 | 9.638 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.17B | 6,359% |
| Annual Yield % from dividends | 1.57 | 0.45 | 351% |
| Returns for 1 year | 15.74 | -4.48 | -351% |
| Returns for 3 years | 51.54 | 3.21 | 1,605% |
| Returns for 5 years | 53.52 | 0.08 | 69,435% |
| Returns for 10 years | 103.39 | 41.08 | 252% |
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