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CWICX vs MSEFX
CWICX vs MSEFX Comparison
Open Charts CWICX vs MSEFX
American Funds Capital World Gr&Inc 529C
Price$63.29
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
iMGP Global Select Instl
Price$11.62
Change+$0.05 (+0.43%)
VolumeN/A
CapitalizationN/A
CWICX vs MSEFX Comparison Chart
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CWICX vs. MSEFX commentary
Dec 23, 2024
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: 125B vs. MSEFX (99.7M). CWICX pays higher dividends than MSEFX: CWICX (0.97) vs MSEFX (0.42). CWICX was incepted earlier than MSEFX: CWICX (23 years) vs MSEFX (28 years). 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 : 7.77 vs. MSEFX (-1.59). CWICX return over 5 years is better than : 28.33 vs. MSEFX (-32.66).
| CWICX | MSEFX | CWICX / MSEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 6.854 | -2.328 | -294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 99.7M | 125,376% |
| Annual Yield % from dividends | 0.97 | 0.42 | 234% |
| Returns for 1 year | 7.77 | -1.59 | -488% |
| Returns for 3 years | 5.92 | -35.85 | -17% |
| Returns for 5 years | 28.33 | -32.66 | -87% |
| Returns for 10 years | 53.02 | -34.17 | -155% |