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CWIFX vs MWELX
CWIFX vs MWELX Comparison
Open Charts CWIFX vs MWELX
American Funds Capital World Gr&Inc 529F
Price$77.03
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
MFS Global Equity R4
Price$48.42
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets2.07B
CWIFX vs MWELX Comparison Chart in %
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CWIFX vs. MWELX commentary
Dec 04, 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 StrongBuy and MWELX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. MWELX (2.07B). 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 : 13.18 vs. MWELX (-3.99). CWIFX return over 5 years is better than : 45.63 vs. MWELX (-4.78).
| 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 | 23.195 | 11.644 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 2.07B | 6,853% |
| Annual Yield % from dividends | 1.48 | 0.93 | 160% |
| Returns for 1 year | 13.18 | -3.99 | -330% |
| Returns for 3 years | 52.29 | -1.75 | -2,985% |
| Returns for 5 years | 45.63 | -4.78 | -954% |
| Returns for 10 years | 108.34 | 47.29 | 229% |
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