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CWICX vs MSFBX
CWICX vs MSFBX Comparison
Open Charts CWICX vs MSFBX
American Funds Capital World Gr&Inc 529C
Price$63.26
Change-$1.79 (-2.75%)
VolumeN/A
CapitalizationN/A
Morgan Stanley Inst Global Franchise A
Price$32.59
Change-$0.71 (-2.13%)
VolumeN/A
CapitalizationN/A
CWICX vs MSFBX Comparison Chart
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CWICX vs. MSFBX commentary
Dec 19, 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 Buy and MSFBX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 121B vs. MSFBX (2.85B). CWICX pays higher dividends than MSFBX: CWICX (0.97) vs MSFBX (0.61). CWICX was incepted earlier than MSFBX: CWICX (23 years) vs MSFBX (23 years). CWICX is a more actively managed with annual turnover of: 27.00 vs. MSFBX (15.00). CWICX has a lower initial minimum investment than MSFBX: CWICX (250) vs MSFBX (1000). MSFBX annual gain was more profitable for investors over the last year : 12.30 vs. CWICX (11.37). MSFBX return over 5 years is better than : 37.96 vs. CWICX (32.23).
| CWICX | MSFBX | CWICX / MSFBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 9.826 | 11.357 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 2.85B | 4,247% |
| Annual Yield % from dividends | 0.97 | 0.61 | 159% |
| Returns for 1 year | 11.37 | 12.30 | 92% |
| Returns for 3 years | 9.77 | 7.95 | 123% |
| Returns for 5 years | 32.23 | 37.96 | 85% |
| Returns for 10 years | 57.01 | 90.54 | 63% |
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