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CWIAX vs MSFBX
CWIAX vs MSFBX Comparison
Open Charts CWIAX vs MSFBX
American Funds Capital World Gr&Inc 529A
Price$64.56
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Morgan Stanley Inst Global Franchise A
Price$33.03
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets2.79B
CWIAX vs MSFBX Comparison Chart
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CWIAX vs. MSFBX commentary
Jan 19, 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: 127B vs. MSFBX (2.79B). 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 : 10.91 vs. MSFBX (-1.33). CWIAX return over 5 years is better than : 32.16 vs. MSFBX (16.59).
| 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 | 2.055 | 1.381 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 2.79B | 4,550% |
| Annual Yield % from dividends | 1.67 | 0.61 | 271% |
| Returns for 1 year | 10.91 | -1.33 | -822% |
| Returns for 3 years | 10.75 | -1.34 | -800% |
| Returns for 5 years | 32.16 | 16.59 | 194% |
| Returns for 10 years | 69.38 | 70.49 | 98% |
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