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CWIFX vs MWEFX
CWIFX vs MWEFX Comparison
Open Charts CWIFX vs MWEFX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
MFS Global Equity A
Price$47.35
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets2.19B
CWIFX vs MWEFX Comparison Chart in %
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CWIFX vs. MWEFX commentary
Aug 19, 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 MWEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. MWEFX (2.19B). CWIFX pays higher dividends than MWEFX: CWIFX (1.60) vs MWEFX (0.73). CWIFX was incepted earlier than MWEFX: CWIFX (23 years) vs MWEFX (32 years). MWEFX (1.18) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. MWEFX (18.00). CWIFX has a lower initial minimum investment than MWEFX: CWIFX (250) vs MWEFX (1000). CWIFX annual gain was more profitable for investors over the last year : 11.58 vs. MWEFX (-2.12). CWIFX return over 5 years is better than : 52.56 vs. MWEFX (3.13).
| CWIFX | MWEFX | CWIFX / MWEFX | |
| Total Expense Ratio | 0.86 | 1.15 | 75% |
| Annual Report Gross Expense Ratio | 0.86 | 1.18 | 73% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 15.587 | 9.759 | 160% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,259% |
| Annual Yield % from dividends | 1.60 | 0.73 | 221% |
| Returns for 1 year | 11.58 | -2.12 | -546% |
| Returns for 3 years | 43.22 | -5.69 | -760% |
| Returns for 5 years | 52.56 | 3.13 | 1,681% |
| Returns for 10 years | 89.56 | 35.51 | 252% |
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