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CWIAX vs MSEFX
CWIAX vs MSEFX Comparison
Open Charts CWIAX vs MSEFX
American Funds Capital World Gr&Inc 529A
Price$60.46
Change+$3.89 (+6.88%)
VolumeN/A
Net Assets109.46B
iMGP Global Select Instl
Price$11.03
Change+$0.59 (+5.65%)
VolumeN/A
Net Assets89.68M
CWIAX vs MSEFX Comparison Chart
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CWIAX vs. MSEFX commentary
Apr 11, 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 Buy and MSEFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 109B vs. MSEFX (89.7M). CWIAX pays higher dividends than MSEFX: CWIAX (1.63) vs MSEFX (1.25). CWIAX was incepted earlier than MSEFX: CWIAX (23 years) vs MSEFX (28 years). MSEFX (1.21) is less costly to investors than CWIAX (0.78). 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 : -10.89 vs. MSEFX (-13.82). CWIAX return over 5 years is better than : 41.47 vs. MSEFX (-25.53).
| CWIAX | MSEFX | CWIAX / MSEFX | |
| Total Expense Ratio | 0.78 | 1.01 | 77% |
| Annual Report Gross Expense Ratio | 0.78 | 1.21 | 64% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -10.305 | -10.000 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 89.7M | 121,516% |
| Annual Yield % from dividends | 1.63 | 1.25 | 131% |
| Returns for 1 year | -10.89 | -13.82 | 79% |
| Returns for 3 years | 3.06 | -36.15 | -8% |
| Returns for 5 years | 41.47 | -25.53 | -162% |
| Returns for 10 years | 41.06 | -41.91 | -98% |
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