Ad is loading...
CWICX vs MSEFX
CWICX vs MSEFX Comparison
Open Charts CWICX vs MSEFX
American Funds Capital World Gr&Inc 529C
Price$65.60
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
iMGP Global Select Instl
Price$11.92
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets100.09M
CWICX vs MSEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. MSEFX commentary
Jan 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: 129B vs. MSEFX (100M). 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 : 10.98 vs. MSEFX (1.54). CWICX return over 5 years is better than : 30.96 vs. MSEFX (-31.63).
| 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 | 3.880 | 2.759 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 100M | 129,000% |
| Annual Yield % from dividends | 0.97 | 0.42 | 234% |
| Returns for 1 year | 10.98 | 1.54 | 711% |
| Returns for 3 years | 13.42 | -29.97 | -45% |
| Returns for 5 years | 30.96 | -31.63 | -98% |
| Returns for 10 years | 57.28 | -31.06 | -184% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UDIV | 47.05 | 0.25 | +0.54% |
| Franklin US Core Dividend Tilt Index ETF | |||
| DAT | 45.45 | 0.23 | +0.51% |
| ProShares Big Data Refiners ETF | |||
| GVI | 104.29 | -0.10 | -0.10% |
| iShares Intermediate Govt/Crdt Bd ETF | |||
| KJUL | 30.04 | -0.08 | -0.27% |
| Innovator Russell 2000 Pwr Bffr ETF™ Jul | |||
| JPSE | 47.98 | -0.53 | -1.09% |
| JPMorgan Divers Ret US Small Cap Eq ETF | |||