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CWIEX vs MSEFX
CWIEX vs MSEFX Comparison
Open Charts CWIEX vs MSEFX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
iMGP Global Select Instl
Price$11.76
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets86.21M
CWIEX vs MSEFX Comparison Chart in %
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CWIEX vs. MSEFX commentary
Nov 19, 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: 140B vs. MSEFX (86.2M). MSEFX (1.18) and CWIEX (1.15) 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 : 11.86 vs. MSEFX (-5.84). CWIEX return over 5 years is better than : 42.92 vs. MSEFX (-39.14).
| 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 | 18.591 | 1.379 | 1,348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 86.2M | 162,413% |
| Annual Yield % from dividends | 1.15 | 1.18 | 98% |
| Returns for 1 year | 11.86 | -5.84 | -203% |
| Returns for 3 years | 50.41 | -14.25 | -354% |
| Returns for 5 years | 42.92 | -39.14 | -110% |
| Returns for 10 years | 91.62 | -33.99 | -270% |
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