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CWIAX vs MSEFX
CWIAX vs MSEFX Comparison
Open Charts CWIAX vs MSEFX
CWIAX vs MSEFX Comparison Chart in %
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CWIAX vs. MSEFX commentary
Sep 13, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. MSEFX (78.4M). CWIAX pays higher dividends than MSEFX: CWIAX (1.33) vs MSEFX (0.26). CWIAX was incepted earlier than MSEFX: CWIAX (25 years) vs MSEFX (30 years). MSEFX (1.25) is less costly to investors than CWIAX (0.75). MSEFX is a more actively managed with annual turnover of: 81.15 vs. CWIAX (44.00). 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 : 11.49 vs. MSEFX (0.69). CWIAX return over 5 years is better than : 35.48 vs. MSEFX (-42.75).
| CWIAX | MSEFX | CWIAX / MSEFX | |
| Total Expense Ratio | 0.75 | 0.94 | 80% |
| Annual Report Gross Expense Ratio | 0.75 | 1.25 | 60% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 16.008 | 4.750 | 337% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 78.4M | 201,531% |
| Annual Yield % from dividends | 1.33 | 0.26 | 502% |
| Returns for 1 year | 11.49 | 0.69 | 1,659% |
| Returns for 3 years | 51.66 | 8.24 | 627% |
| Returns for 5 years | 35.48 | -42.75 | -83% |
| Returns for 10 years | 118.42 | -25.27 | -469% |
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