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CWIFX vs MWELX
CWIFX vs MWELX Comparison
Open Charts CWIFX vs MWELX
American Funds Capital World Gr&Inc 529F
Price$71.62
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
MFS Global Equity R4
Price$40.80
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets1.84B
CWIFX vs MWELX Comparison Chart in %
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CWIFX vs. MWELX commentary
Dec 27, 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 MWELX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. MWELX (1.84B). CWIFX pays higher dividends than MWELX: CWIFX (1.48) vs MWELX (0.93). 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 : 12.48 vs. MWELX (-7.21). CWIFX return over 5 years is better than : 34.75 vs. MWELX (-19.10).
| 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 | 14.543 | -5.926 | -245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.84B | 7,722% |
| Annual Yield % from dividends | 1.48 | 0.93 | 160% |
| Returns for 1 year | 12.48 | -7.21 | -173% |
| Returns for 3 years | 46.67 | -6.10 | -766% |
| Returns for 5 years | 34.75 | -19.10 | -182% |
| Returns for 10 years | 98.10 | 26.63 | 368% |
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