Ad is loading...
CWIAX vs MSEFX
CWIAX vs MSEFX Comparison
Open Charts CWIAX vs MSEFX
American Funds Capital World Gr&Inc 529A
Price$63.39
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
iMGP Global Select Instl
Price$11.62
Change+$0.05 (+0.43%)
VolumeN/A
CapitalizationN/A
CWIAX vs MSEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. MSEFX commentary
Dec 23, 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 Buy and MSEFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 125B vs. MSEFX (99.7M). 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 : 8.59 vs. MSEFX (-1.59). CWIAX return over 5 years is better than : 33.27 vs. MSEFX (-32.66).
| 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 | 7.642 | -2.328 | -328% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 99.7M | 125,376% |
| Annual Yield % from dividends | 1.67 | 0.42 | 400% |
| Returns for 1 year | 8.59 | -1.59 | -539% |
| Returns for 3 years | 8.37 | -35.85 | -23% |
| Returns for 5 years | 33.27 | -32.66 | -102% |
| Returns for 10 years | 65.20 | -34.17 | -191% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| QCLN | 34.68 | 0.73 | +2.15% |
| First Trust NASDAQ® Cln Edge® GrnEngyETF | |||
| ANEW | 45.96 | 0.46 | +1.02% |
| ProShares MSCI Trnsfmtnl Chngs ETF | |||
| NOCT | 51.45 | 0.24 | +0.46% |
| Innovator Growth-100 Pwr Buff ETF™ Oct | |||
| IDV | 27.16 | 0.10 | +0.37% |
| iShares International Select Div ETF | |||
| MTGP | 43.44 | 0.15 | +0.34% |
| WisdomTree Mortgage Plus Bond | |||