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CWICX vs MSEFX
CWICX vs MSEFX Comparison
Open Charts CWICX vs MSEFX
American Funds Capital World Gr&Inc 529C
Price$60.45
Change+$1.09 (+1.84%)
VolumeN/A
Net Assets117.15B
iMGP Global Select Instl
Price$11.03
Change+$0.18 (+1.66%)
VolumeN/A
Net Assets89.51M
CWICX vs MSEFX Comparison Chart
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CWICX vs. MSEFX commentary
Apr 14, 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 CWICX is a Buy and MSEFX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 117B vs. MSEFX (89.5M). MSEFX pays higher dividends than CWICX: MSEFX (1.25) vs CWICX (0.87). CWICX was incepted earlier than MSEFX: CWICX (23 years) vs MSEFX (28 years). CWICX (1.53) is less costly to investors than MSEFX (1.21). MSEFX is a more actively managed with annual turnover of: 55.74 vs. CWICX (27.00). CWICX has a lower initial minimum investment than MSEFX: CWICX (250) vs MSEFX (10000). CWICX annual gain was more profitable for investors over the last year : -4.93 vs. MSEFX (-7.52). CWICX return over 5 years is better than : 45.82 vs. MSEFX (-21.32).
| CWICX | MSEFX | CWICX / MSEFX | |
| Total Expense Ratio | 1.53 | 1.01 | 151% |
| Annual Report Gross Expense Ratio | 1.53 | 1.21 | 126% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -4.162 | -4.914 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 89.5M | 130,726% |
| Annual Yield % from dividends | 0.87 | 1.25 | 70% |
| Returns for 1 year | -4.93 | -7.52 | 66% |
| Returns for 3 years | 9.88 | -31.56 | -31% |
| Returns for 5 years | 45.82 | -21.32 | -215% |
| Returns for 10 years | 40.21 | -38.56 | -104% |
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