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CWIFX vs MWEHX
CWIFX vs MWEHX Comparison
Open Charts CWIFX vs MWEHX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
MFS Global Equity R3
Price$40.04
Change-$7.21 (-15.26%)
VolumeN/A
Net Assets1.79B
CWIFX vs MWEHX Comparison Chart in %
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CWIFX vs. MWEHX commentary
Feb 05, 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 MWEHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. MWEHX (1.79B). CWIFX pays higher dividends than MWEHX: CWIFX (1.59) vs MWEHX (0.73). CWIFX was incepted earlier than MWEHX: CWIFX (23 years) vs MWEHX (21 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 : 16.37 vs. MWEHX (-10.42). CWIFX return over 5 years is better than : 34.32 vs. MWEHX (-21.22).
| 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 | 21 years | - |
| Gain YTD | 4.948 | 0.502 | 986% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.79B | 7,920% |
| Annual Yield % from dividends | 1.59 | 0.73 | 218% |
| Returns for 1 year | 16.37 | -10.42 | -157% |
| Returns for 3 years | 43.74 | -14.11 | -310% |
| Returns for 5 years | 34.32 | -21.22 | -162% |
| Returns for 10 years | 128.46 | 33.43 | 384% |
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