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CWIFX vs MEQRX
CWIFX vs MEQRX Comparison
Open Charts CWIFX vs MEQRX
American Funds Capital World Gr&Inc 529F
Price$71.62
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
MFS Global Equity R2
Price$38.52
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets1.84B
CWIFX vs MEQRX Comparison Chart in %
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CWIFX vs. MEQRX commentary
Dec 27, 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 Hold and MEQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. MEQRX (1.84B). 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 : 12.48 vs. MEQRX (-8.20). CWIFX return over 5 years is better than : 34.75 vs. MEQRX (-22.59).
| 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 | 14.543 | -6.957 | -209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.84B | 7,722% |
| Annual Yield % from dividends | 1.48 | 0.44 | 336% |
| Returns for 1 year | 12.48 | -8.20 | -152% |
| Returns for 3 years | 46.67 | -8.80 | -530% |
| Returns for 5 years | 34.75 | -22.59 | -154% |
| Returns for 10 years | 98.10 | 17.81 | 551% |
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