Interact to see
Advertisement
Advertisement
CWIFX vs MWEFX
CWIFX vs MWEFX Comparison
Open Charts CWIFX vs MWEFX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
MFS Global Equity A
Price$40.46
Change-$7.21 (-15.12%)
VolumeN/A
Net Assets1.79B
CWIFX vs MWEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. MWEFX commentary
Feb 04, 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 MWEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. MWEFX (1.79B). CWIFX pays higher dividends than MWEFX: CWIFX (1.59) vs MWEFX (0.75). 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 : 16.37 vs. MWEFX (-10.26). CWIFX return over 5 years is better than : 34.32 vs. MWEFX (-21.26).
| 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 | 4.948 | 0.522 | 948% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.79B | 7,920% |
| Annual Yield % from dividends | 1.59 | 0.75 | 211% |
| Returns for 1 year | 16.37 | -10.26 | -160% |
| Returns for 3 years | 43.74 | -13.82 | -316% |
| Returns for 5 years | 34.32 | -21.26 | -161% |
| Returns for 10 years | 128.46 | 32.59 | 394% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement