Ad is loading...
CWIAX vs MSEFX
CWIAX vs MSEFX Comparison
Open Charts CWIAX vs MSEFX
American Funds Capital World Gr&Inc 529A
Price$67.58
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
iMGP Global Select Instl
Price$12.72
Change-$0.12 (-0.93%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CWIAX vs MSEFX Comparison Chart
Loading...
CWIAX vs. MSEFX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. MSEFX (111M). 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 : 19.99 vs. MSEFX (10.01). CWIAX return over 5 years is better than : 48.89 vs. MSEFX (-27.36).
| 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 | 12.450 | 5.980 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 111M | 115,315% |
| Annual Yield % from dividends | 1.67 | 0.42 | 400% |
| Returns for 1 year | 19.99 | 10.01 | 200% |
| Returns for 3 years | 8.12 | -41.80 | -19% |
| Returns for 5 years | 48.89 | -27.36 | -179% |
| Returns for 10 years | 69.92 | -33.95 | -206% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers