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CWIFX vs MSEFX
CWIFX vs MSEFX Comparison
Open Charts CWIFX vs MSEFX
American Funds Capital World Gr&Inc 529F
Price$74.08
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
iMGP Global Select Instl
Price$12.10
Change-$0.15 (-1.22%)
VolumeN/A
Net Assets91.24M
CWIFX vs MSEFX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. MSEFX (91.2M). CWIFX pays higher dividends than MSEFX: CWIFX (1.57) vs MSEFX (1.19). CWIFX was incepted earlier than MSEFX: CWIFX (23 years) vs MSEFX (29 years). MSEFX (1.19) is less costly to investors than CWIFX (0.86). MSEFX is a more actively managed with annual turnover of: 81.79 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than MSEFX: CWIFX (250) vs MSEFX (10000). CWIFX annual gain was more profitable for investors over the last year : 10.51 vs. MSEFX (-2.38). CWIFX return over 5 years is better than : 59.11 vs. MSEFX (-26.97).
| CWIFX | MSEFX | CWIFX / MSEFX | |
| Total Expense Ratio | 0.86 | 0.98 | 88% |
| Annual Report Gross Expense Ratio | 0.86 | 1.19 | 72% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 18.477 | 5.603 | 330% |
| 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 | 1.57 | 1.19 | 132% |
| Returns for 1 year | 10.51 | -2.38 | -441% |
| Returns for 3 years | 70.53 | -0.55 | -12,849% |
| Returns for 5 years | 59.11 | -26.97 | -219% |
| Returns for 10 years | 117.61 | -22.87 | -514% |
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