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CWIFX vs MWELX
CWIFX vs MWELX Comparison
Open Charts CWIFX vs MWELX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
MFS Global Equity R4
Price$40.76
Change-$7.26 (-15.12%)
VolumeN/A
Net Assets1.79B
CWIFX vs MWELX Comparison Chart in %
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CWIFX vs. MWELX 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 MWELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. MWELX (1.79B). CWIFX pays higher dividends than MWELX: CWIFX (1.59) vs MWELX (0.96). CWIFX was incepted earlier than MWELX: CWIFX (23 years) vs MWELX (21 years). MWELX (0.93) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. MWELX (18.00). MWELX has a lower initial minimum investment than CWIFX: MWELX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 16.37 vs. MWELX (-9.92). CWIFX return over 5 years is better than : 34.32 vs. MWELX (-19.66).
| CWIFX | MWELX | CWIFX / MWELX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 0.93 | 92% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 4.948 | 0.543 | 912% |
| 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 | 0.96 | 166% |
| Returns for 1 year | 16.37 | -9.92 | -165% |
| Returns for 3 years | 43.74 | -12.99 | -337% |
| Returns for 5 years | 34.32 | -19.66 | -175% |
| Returns for 10 years | 128.46 | 37.88 | 339% |
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