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CWICX vs MSFBX
CWICX vs MSFBX Comparison
Open Charts CWICX vs MSFBX
American Funds Capital World Gr&Inc 529C
Price$64.57
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
Morgan Stanley Inst Global Franchise A
Price$33.93
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets2.66B
CWICX vs MSFBX Comparison Chart
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CWICX vs. MSFBX commentary
May 09, 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 Buy and MSFBX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 124B vs. MSFBX (2.66B). CWICX pays higher dividends than MSFBX: CWICX (0.86) vs MSFBX (0.43). CWICX was incepted earlier than MSFBX: CWICX (23 years) vs MSFBX (23 years). CWICX (1.53) is less costly to investors than MSFBX (1.17). MSFBX is a more actively managed with annual turnover of: 35.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than MSFBX: CWICX (250) vs MSFBX (1000). CWICX annual gain was more profitable for investors over the last year : 1.47 vs. MSFBX (0.17). CWICX return over 5 years is better than : 49.42 vs. MSFBX (31.64).
| CWICX | MSFBX | CWICX / MSFBX | |
| Total Expense Ratio | 1.53 | 1.17 | 131% |
| Annual Report Gross Expense Ratio | 1.53 | 1.17 | 131% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.370 | 4.113 | 58% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 2.66B | 4,656% |
| Annual Yield % from dividends | 0.86 | 0.43 | 199% |
| Returns for 1 year | 1.47 | 0.17 | 866% |
| Returns for 3 years | 29.89 | 15.65 | 191% |
| Returns for 5 years | 49.42 | 31.64 | 156% |
| Returns for 10 years | 49.03 | 65.55 | 75% |
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