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CWIAX vs MSEFX
CWIAX vs MSEFX Comparison
Open Charts CWIAX vs MSEFX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
iMGP Global Select Instl
Price$11.76
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets86.21M
CWIAX vs MSEFX Comparison Chart in %
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CWIAX vs. MSEFX commentary
Nov 19, 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 Hold and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. MSEFX (86.2M). CWIAX pays higher dividends than MSEFX: CWIAX (1.36) vs MSEFX (1.18). CWIAX was incepted earlier than MSEFX: CWIAX (24 years) vs MSEFX (29 years). MSEFX (1.19) is less costly to investors than CWIAX (0.78). MSEFX is a more actively managed with annual turnover of: 81.79 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 : 12.13 vs. MSEFX (-5.84). CWIAX return over 5 years is better than : 44.59 vs. MSEFX (-39.14).
| CWIAX | MSEFX | CWIAX / MSEFX | |
| Total Expense Ratio | 0.78 | 0.98 | 80% |
| Annual Report Gross Expense Ratio | 0.78 | 1.19 | 66% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 18.856 | 1.379 | 1,367% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 86.2M | 162,413% |
| Annual Yield % from dividends | 1.36 | 1.18 | 115% |
| Returns for 1 year | 12.13 | -5.84 | -208% |
| Returns for 3 years | 51.49 | -14.25 | -361% |
| Returns for 5 years | 44.59 | -39.14 | -114% |
| Returns for 10 years | 96.03 | -33.99 | -282% |
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