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CWIAX vs MSFBX
CWIAX vs MSFBX Comparison
Open Charts CWIAX vs MSFBX
American Funds Capital World Gr&Inc 529A
Price$66.94
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
Morgan Stanley Inst Global Franchise A
Price$36.49
Change-$0.35 (-0.95%)
VolumeN/A
CapitalizationN/A
CWIAX vs MSFBX Comparison Chart
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CWIAX vs. MSFBX commentary
Nov 18, 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 Sell and MSFBX is a StrongSell.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 125B vs. MSFBX (2.85B). CWIAX pays higher dividends than MSFBX: CWIAX (1.67) vs MSFBX (0.61). CWIAX was incepted earlier than MSFBX: CWIAX (23 years) vs MSFBX (23 years). CWIAX is a more actively managed with annual turnover of: 27.00 vs. MSFBX (15.00). CWIAX has a lower initial minimum investment than MSFBX: CWIAX (250) vs MSFBX (1000). CWIAX annual gain was more profitable for investors over the last year : 19.07 vs. MSFBX (13.56). CWIAX return over 5 years is better than : 43.99 vs. MSFBX (34.31).
| CWIAX | MSFBX | CWIAX / MSFBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 13.092 | 9.056 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.85B | 4,388% |
| Annual Yield % from dividends | 1.67 | 0.61 | 271% |
| Returns for 1 year | 19.07 | 13.56 | 141% |
| Returns for 3 years | 5.27 | 3.81 | 138% |
| Returns for 5 years | 43.99 | 34.31 | 128% |
| Returns for 10 years | 71.14 | 77.31 | 92% |
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