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CWIFX vs MWEHX
CWIFX vs MWEHX Comparison
Open Charts CWIFX vs MWEHX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
MFS Global Equity R3
Price$46.97
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets2.17B
CWIFX vs MWEHX Comparison Chart in %
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CWIFX vs. MWEHX commentary
Sep 07, 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 MWEHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. MWEHX (2.17B). CWIFX pays higher dividends than MWEHX: CWIFX (1.57) vs MWEHX (0.65). CWIFX was incepted earlier than MWEHX: CWIFX (23 years) vs MWEHX (20 years). MWEHX (1.18) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. MWEHX (18.00). MWEHX has a lower initial minimum investment than CWIFX: MWEHX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 13.31 vs. MWEHX (-3.88). CWIFX return over 5 years is better than : 52.14 vs. MWEHX (2.30).
| CWIFX | MWEHX | CWIFX / MWEHX | |
| Total Expense Ratio | 0.86 | 1.15 | 75% |
| Annual Report Gross Expense Ratio | 0.86 | 1.18 | 73% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 16.304 | 9.846 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.17B | 6,322% |
| Annual Yield % from dividends | 1.57 | 0.65 | 242% |
| Returns for 1 year | 13.31 | -3.88 | -343% |
| Returns for 3 years | 56.25 | 4.84 | 1,163% |
| Returns for 5 years | 52.14 | 2.30 | 2,264% |
| Returns for 10 years | 102.66 | 46.37 | 221% |
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