Interact to see
Advertisement
Advertisement
CWIFX vs MWEGX
CWIFX vs MWEGX Comparison
Open Charts CWIFX vs MWEGX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
MFS Global Equity R1
Price$39.71
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets2.19B
CWIFX vs MWEGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. MWEGX commentary
Aug 18, 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 MWEGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. MWEGX (2.19B). CWIFX pays higher dividends than MWEGX: CWIFX (1.60) vs MWEGX (0.15). CWIFX was incepted earlier than MWEGX: CWIFX (23 years) vs MWEGX (20 years). MWEGX (1.93) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. MWEGX (18.00). MWEGX has a lower initial minimum investment than CWIFX: MWEGX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 11.58 vs. MWEGX (-4.82). CWIFX return over 5 years is better than : 52.56 vs. MWEGX (-5.26).
| CWIFX | MWEGX | CWIFX / MWEGX | |
| Total Expense Ratio | 0.86 | 1.90 | 45% |
| Annual Report Gross Expense Ratio | 0.86 | 1.93 | 45% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 15.587 | 9.243 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.19B | 6,259% |
| Annual Yield % from dividends | 1.60 | 0.15 | 1,048% |
| Returns for 1 year | 11.58 | -4.82 | -240% |
| Returns for 3 years | 43.22 | -11.31 | -382% |
| Returns for 5 years | 52.56 | -5.26 | -999% |
| Returns for 10 years | 89.56 | 20.41 | 439% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers