Interact to see
Advertisement
Advertisement
FWCGX vs MSEFX
FWCGX vs MSEFX Comparison
Open Charts FWCGX vs MSEFX
American Funds Capital World Gr&Inc529F3
Price$74.72
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
iMGP Global Select Instl
Price$11.76
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets86.21M
FWCGX vs MSEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 140B vs. MSEFX (86.2M). FWCGX pays higher dividends than MSEFX: FWCGX (1.61) vs MSEFX (1.18). FWCGX was incepted earlier than MSEFX: FWCGX (5 years) vs MSEFX (29 years). MSEFX (1.19) is less costly to investors than FWCGX (0.47). MSEFX is a more actively managed with annual turnover of: 81.79 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than MSEFX: FWCGX (250) vs MSEFX (10000). FWCGX annual gain was more profitable for investors over the last year : 12.48 vs. MSEFX (-5.84). FWCGX return over 5 years is better than : 46.87 vs. MSEFX (-39.14).
| FWCGX | MSEFX | FWCGX / MSEFX | |
| Total Expense Ratio | 0.47 | 0.98 | 48% |
| Annual Report Gross Expense Ratio | 0.47 | 1.19 | 39% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 19.148 | 1.379 | 1,388% |
| 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 | 1.61 | 1.18 | 136% |
| Returns for 1 year | 12.48 | -5.84 | -214% |
| Returns for 3 years | 52.92 | -14.25 | -371% |
| Returns for 5 years | 46.87 | -39.14 | -120% |
| Returns for 10 years | N/A | -33.99 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement