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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-$0.27 (-0.40%)
VolumeN/A
CapitalizationN/A
iMGP Global Select Instl
Price$12.65
Change-$0.04 (-0.32%)
VolumeN/A
CapitalizationN/A
CWICX vs MSEFX Comparison Chart
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CWICX vs. MSEFX commentary
Nov 15, 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 StrongSell and MSEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 127B vs. MSEFX (104M). 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 : 20.03 vs. MSEFX (9.87). CWICX return over 5 years is better than : 40.69 vs. MSEFX (-30.39).
| 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 | 13.997 | 5.399 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 104M | 122,115% |
| Annual Yield % from dividends | 0.97 | 0.42 | 234% |
| Returns for 1 year | 20.03 | 9.87 | 203% |
| Returns for 3 years | 4.37 | -44.30 | -10% |
| Returns for 5 years | 40.69 | -30.39 | -134% |
| Returns for 10 years | 62.00 | -34.81 | -178% |
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