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CWICX vs MSEFX
CWICX vs MSEFX Comparison
Open Charts CWICX vs MSEFX
American Funds Capital World Gr&Inc 529C
Price$67.46
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
iMGP Global Select Instl
Price$12.72
Change-$0.12 (-0.93%)
VolumeN/A
CapitalizationN/A
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CWICX vs MSEFX Comparison Chart
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CWICX vs. MSEFX commentary
Sep 21, 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 StrongBuy and MSEFX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. MSEFX (111M). 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 : 19.08 vs. MSEFX (10.01). CWICX return over 5 years is better than : 43.38 vs. MSEFX (-27.36).
| 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 | 11.843 | 5.980 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 111M | 115,315% |
| Annual Yield % from dividends | 0.97 | 0.42 | 234% |
| Returns for 1 year | 19.08 | 10.01 | 191% |
| Returns for 3 years | 5.65 | -41.80 | -14% |
| Returns for 5 years | 43.38 | -27.36 | -159% |
| Returns for 10 years | 57.38 | -33.95 | -169% |
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