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CWIAX vs MSGFX
CWIAX vs MSGFX Comparison
Open Charts CWIAX vs MSGFX
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 C
Price$31.07
Change-$0.18 (-0.58%)
VolumeN/A
Net Assets2.56B
CWIAX vs MSGFX Comparison Chart
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CWIAX vs. MSGFX 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 MSGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 117B vs. MSGFX (2.56B). CWIAX pays higher dividends than MSGFX: CWIAX (1.63) vs MSGFX (0.00). CWIAX was incepted earlier than MSGFX: CWIAX (23 years) vs MSGFX (10 years). MSGFX (1.91) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. MSGFX (15.00). CWIAX has a lower initial minimum investment than MSGFX: CWIAX (250) vs MSGFX (1000). CWIAX annual gain was more profitable for investors over the last year : -0.95 vs. MSGFX (-3.04). CWIAX return over 5 years is better than : 47.90 vs. MSGFX (21.22).
| CWIAX | MSGFX | CWIAX / MSGFX | |
| Total Expense Ratio | 0.78 | 1.91 | 41% |
| Annual Report Gross Expense Ratio | 0.78 | 1.91 | 41% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -3.725 | -0.794 | 469% |
| Front Load | 4% | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -0.95 | -3.04 | 31% |
| Returns for 3 years | 12.76 | 0.13 | 9,952% |
| Returns for 5 years | 47.90 | 21.22 | 226% |
| Returns for 10 years | 51.53 | N/A | - |
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