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CWIAX vs MSFBX
CWIAX vs MSFBX Comparison
Open Charts CWIAX vs MSFBX
American Funds Capital World Gr&Inc 529A
Price$65.99
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
Morgan Stanley Inst Global Franchise A
Price$34.09
Change-$0.31 (-0.90%)
VolumeN/A
Net Assets2.83B
CWIAX vs MSFBX Comparison Chart
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CWIAX vs. MSFBX commentary
Feb 23, 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: 128B vs. MSFBX (2.83B). 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 : 7.05 vs. MSFBX (-3.36). CWIAX return over 5 years is better than : 37.25 vs. MSFBX (19.39).
| 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 | 4.316 | 4.635 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 2.83B | 4,528% |
| Annual Yield % from dividends | 1.67 | 0.61 | 271% |
| Returns for 1 year | 7.05 | -3.36 | -210% |
| Returns for 3 years | 18.85 | 5.96 | 316% |
| Returns for 5 years | 37.25 | 19.39 | 192% |
| Returns for 10 years | 65.61 | 69.18 | 95% |