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CWIAX vs MSEFX
CWIAX vs MSEFX Comparison
Open Charts CWIAX vs MSEFX
American Funds Capital World Gr&Inc 529A
Price$65.75
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
iMGP Global Select Instl
Price$11.92
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets100.09M
CWIAX vs MSEFX Comparison Chart
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CWIAX vs. MSEFX commentary
Jan 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: 129B vs. MSEFX (100M). 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 : 11.82 vs. MSEFX (1.54). CWIAX return over 5 years is better than : 36.00 vs. MSEFX (-31.63).
| 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 | 3.936 | 2.759 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 100M | 129,000% |
| Annual Yield % from dividends | 1.67 | 0.42 | 400% |
| Returns for 1 year | 11.82 | 1.54 | 766% |
| Returns for 3 years | 16.07 | -29.97 | -54% |
| Returns for 5 years | 36.00 | -31.63 | -114% |
| Returns for 10 years | 69.77 | -31.06 | -225% |