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CWIFX vs MSEFX
CWIFX vs MSEFX Comparison
Open Charts CWIFX vs MSEFX
American Funds Capital World Gr&Inc 529F
Price$74.42
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
iMGP Global Select Instl
Price$11.76
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets86.21M
CWIFX vs MSEFX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. MSEFX (86.2M). CWIFX pays higher dividends than MSEFX: CWIFX (1.49) vs MSEFX (1.18). 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 : 12.31 vs. MSEFX (-5.84). CWIFX return over 5 years is better than : 45.77 vs. MSEFX (-39.14).
| 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 | 19.021 | 1.379 | 1,379% |
| 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 | 1.49 | 1.18 | 127% |
| Returns for 1 year | 12.31 | -5.84 | -211% |
| Returns for 3 years | 52.19 | -14.25 | -366% |
| Returns for 5 years | 45.77 | -39.14 | -117% |
| Returns for 10 years | 99.87 | -33.99 | -294% |
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