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CWIAX vs MSFBX
CWIAX vs MSFBX Comparison
Open Charts CWIAX vs MSFBX
American Funds Capital World Gr&Inc 529A
Price$70.54
Change+$0.38 (+0.54%)
VolumeN/A
Net Assets134.14B
Morgan Stanley Inst Global Franchise A
Price$34.37
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets2.66B
CWIAX vs MSFBX Comparison Chart in %
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CWIAX vs. MSFBX commentary
Jun 28, 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 MSFBX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 134B vs. MSFBX (2.66B). CWIAX pays higher dividends than MSFBX: CWIAX (1.52) vs MSFBX (0.42). CWIAX was incepted earlier than MSFBX: CWIAX (23 years) vs MSFBX (24 years). MSFBX (1.16) is less costly to investors than CWIAX (0.78). MSFBX is a more actively managed with annual turnover of: 35.00 vs. CWIAX (27.00). MSFBX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). 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 : 9.67 vs. MSFBX (0.17). CWIAX return over 5 years is better than : 60.62 vs. MSFBX (28.18).
| CWIAX | MSFBX | CWIAX / MSFBX | |
| Total Expense Ratio | 0.78 | 1.16 | 67% |
| Annual Report Gross Expense Ratio | 0.78 | 1.16 | 67% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 12.409 | 5.494 | 226% |
| Front Load | 4% | 5% | 67% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 2.66B | 5,043% |
| Annual Yield % from dividends | 1.52 | 0.42 | 363% |
| Returns for 1 year | 9.67 | 0.17 | 5,579% |
| Returns for 3 years | 48.41 | 18.29 | 265% |
| Returns for 5 years | 60.62 | 28.18 | 215% |
| Returns for 10 years | 81.49 | 71.81 | 113% |
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