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CWIFX vs MWEFX
CWIFX vs MWEFX Comparison
Open Charts CWIFX vs MWEFX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
MFS Global Equity A
Price$47.76
Change+$0.27 (+0.57%)
VolumeN/A
Net Assets2.12B
CWIFX vs MWEFX Comparison Chart in %
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CWIFX vs. MWEFX commentary
Oct 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 Hold and MWEFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. MWEFX (2.12B). CWIFX pays higher dividends than MWEFX: CWIFX (1.53) vs MWEFX (0.71). 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 : 10.94 vs. MWEFX (-6.82). CWIFX return over 5 years is better than : 55.22 vs. MWEFX (0.78).
| 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 | 20.108 | 10.709 | 188% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.12B | 6,667% |
| Annual Yield % from dividends | 1.53 | 0.71 | 215% |
| Returns for 1 year | 10.94 | -6.82 | -160% |
| Returns for 3 years | 68.69 | 9.42 | 729% |
| Returns for 5 years | 55.22 | 0.78 | 7,071% |
| Returns for 10 years | 103.66 | 41.83 | 248% |
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