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CWICX vs MSEFX
CWICX vs MSEFX Comparison
Open Charts CWICX vs MSEFX
American Funds Capital World Gr&Inc 529C
Price$65.80
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
iMGP Global Select Instl
Price$11.96
Change-$0.11 (-0.91%)
VolumeN/A
Net Assets98.76M
CWICX vs MSEFX Comparison Chart
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CWICX vs. MSEFX commentary
Feb 23, 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 StrongBuy and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. MSEFX (98.8M). 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 : 6.24 vs. MSEFX (-0.87). CWICX return over 5 years is better than : 32.14 vs. MSEFX (-31.74).
| 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 | 4.196 | 3.103 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 98.8M | 129,555% |
| Annual Yield % from dividends | 0.97 | 0.42 | 234% |
| Returns for 1 year | 6.24 | -0.87 | -717% |
| Returns for 3 years | 16.16 | -28.58 | -57% |
| Returns for 5 years | 32.14 | -31.74 | -101% |
| Returns for 10 years | 53.44 | -33.09 | -161% |