Ad is loading...
CWIAX vs MSEFX
CWIAX vs MSEFX Comparison
Open Charts CWIAX vs MSEFX
American Funds Capital World Gr&Inc 529A
Price$65.99
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
iMGP Global Select Instl
Price$11.96
Change-$0.11 (-0.91%)
VolumeN/A
Net Assets98.76M
CWIAX vs MSEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. MSEFX commentary
Feb 23, 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 CWIAX is a StrongBuy and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. MSEFX (98.8M). CWIAX pays higher dividends than MSEFX: CWIAX (1.67) vs MSEFX (0.42). CWIAX was incepted earlier than MSEFX: CWIAX (23 years) vs MSEFX (28 years). MSEFX is a more actively managed with annual turnover of: 55.74 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than MSEFX: CWIAX (250) vs MSEFX (10000). CWIAX annual gain was more profitable for investors over the last year : 7.05 vs. MSEFX (-0.87). CWIAX return over 5 years is better than : 37.25 vs. MSEFX (-31.74).
| CWIAX | MSEFX | CWIAX / MSEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 4.316 | 3.103 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 98.8M | 129,555% |
| Annual Yield % from dividends | 1.67 | 0.42 | 400% |
| Returns for 1 year | 7.05 | -0.87 | -810% |
| Returns for 3 years | 18.85 | -28.58 | -66% |
| Returns for 5 years | 37.25 | -31.74 | -117% |
| Returns for 10 years | 65.61 | -33.09 | -198% |