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CWIAX vs MSFBX
CWIAX vs MSFBX Comparison
Open Charts CWIAX vs MSFBX
American Funds Capital World Gr&Inc 529A
Price$63.36
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
Morgan Stanley Inst Global Franchise A
Price$32.59
Change-$0.71 (-2.13%)
VolumeN/A
CapitalizationN/A
CWIAX vs MSFBX Comparison Chart
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CWIAX vs. MSFBX commentary
Dec 19, 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 MSFBX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 121B 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). MSFBX (12.30) and CWIAX (12.04) have marching annual gain over last year. MSFBX (37.96) and CWIAX (37.08) have equivalent 5 years return.
| 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 | 10.448 | 11.357 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.85B | 4,247% |
| Annual Yield % from dividends | 1.67 | 0.61 | 271% |
| Returns for 1 year | 12.04 | 12.30 | 98% |
| Returns for 3 years | 12.14 | 7.95 | 153% |
| Returns for 5 years | 37.08 | 37.96 | 98% |
| Returns for 10 years | 69.21 | 90.54 | 76% |
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