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CWIFX vs MWELX
CWIFX vs MWELX Comparison
Open Charts CWIFX vs MWELX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
MFS Global Equity R4
Price$47.68
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets2.19B
CWIFX vs MWELX Comparison Chart in %
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CWIFX vs. MWELX 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 MWELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. MWELX (2.19B). CWIFX pays higher dividends than MWELX: CWIFX (1.60) vs MWELX (0.96). CWIFX was incepted earlier than MWELX: CWIFX (23 years) vs MWELX (20 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 : 11.58 vs. MWELX (-1.82). CWIFX return over 5 years is better than : 52.56 vs. MWELX (5.07).
| 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 | 20 years | - |
| Gain YTD | 15.587 | 9.938 | 157% |
| 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 | 0.96 | 167% |
| Returns for 1 year | 11.58 | -1.82 | -638% |
| Returns for 3 years | 43.22 | -4.40 | -981% |
| Returns for 5 years | 52.56 | 5.07 | 1,037% |
| Returns for 10 years | 89.56 | 41.81 | 214% |
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