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CWIEX vs MSEFX
CWIEX vs MSEFX Comparison
Open Charts CWIEX vs MSEFX
American Funds Capital World Gr&Inc 529E
Price$73.98
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
iMGP Global Select Instl
Price$12.10
Change-$0.15 (-1.22%)
VolumeN/A
Net Assets91.24M
CWIEX vs MSEFX Comparison Chart in %
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CWIEX vs. MSEFX commentary
Sep 26, 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 CWIEX is a Hold and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. MSEFX (91.2M). CWIEX (1.22) and MSEFX (1.19) have matching dividends . CWIEX was incepted earlier than MSEFX: CWIEX (24 years) vs MSEFX (29 years). MSEFX (1.19) is less costly to investors than CWIEX (1.00). MSEFX is a more actively managed with annual turnover of: 81.79 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than MSEFX: CWIEX (250) vs MSEFX (10000). CWIEX annual gain was more profitable for investors over the last year : 10.08 vs. MSEFX (-2.38). CWIEX return over 5 years is better than : 56.00 vs. MSEFX (-26.97).
| CWIEX | MSEFX | CWIEX / MSEFX | |
| Total Expense Ratio | 1.00 | 0.98 | 102% |
| Annual Report Gross Expense Ratio | 1.00 | 1.19 | 84% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 18.144 | 5.603 | 324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 91.2M | 154,605% |
| Annual Yield % from dividends | 1.22 | 1.19 | 103% |
| Returns for 1 year | 10.08 | -2.38 | -423% |
| Returns for 3 years | 68.57 | -0.55 | -12,492% |
| Returns for 5 years | 56.00 | -26.97 | -208% |
| Returns for 10 years | 108.70 | -22.87 | -475% |
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