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CWIAX vs MSFBX
CWIAX vs MSFBX Comparison
Open Charts CWIAX vs MSFBX
American Funds Capital World Gr&Inc 529A
Price$60.72
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Morgan Stanley Inst Global Franchise A
Price$32.20
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets2.56B
CWIAX vs MSFBX Comparison Chart
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CWIAX vs. MSFBX commentary
Apr 18, 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 Buy and MSFBX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 117B vs. MSFBX (2.56B). CWIAX pays higher dividends than MSFBX: CWIAX (1.63) vs MSFBX (0.43). CWIAX was incepted earlier than MSFBX: CWIAX (23 years) vs MSFBX (23 years). MSFBX (1.17) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. MSFBX (15.00). 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). MSFBX annual gain was more profitable for investors over the last year : -0.87 vs. CWIAX (-0.95). CWIAX return over 5 years is better than : 47.90 vs. MSFBX (27.04).
| CWIAX | MSFBX | CWIAX / MSFBX | |
| Total Expense Ratio | 0.78 | 1.17 | 67% |
| Annual Report Gross Expense Ratio | 0.78 | 1.17 | 67% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -3.725 | 0.552 | -674% |
| Front Load | 4% | 5% | 67% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 2.56B | 4,563% |
| Annual Yield % from dividends | 1.63 | 0.43 | 375% |
| Returns for 1 year | -0.95 | -0.87 | 110% |
| Returns for 3 years | 12.76 | 3.12 | 409% |
| Returns for 5 years | 47.90 | 27.04 | 177% |
| Returns for 10 years | 51.53 | 63.13 | 82% |
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