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FWCGX vs MSEFX
FWCGX vs MSEFX Comparison
Open Charts FWCGX vs MSEFX
American Funds Capital World Gr&Inc529F3
Price$70.44
Change+$0.79 (+1.13%)
VolumeN/A
Net Assets132.68B
iMGP Global Select Instl
Price$11.87
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets93.1M
FWCGX vs MSEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 133B vs. MSEFX (93.1M). FWCGX pays higher dividends than MSEFX: FWCGX (1.81) vs MSEFX (1.22). 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 : 9.46 vs. MSEFX (0.95).
| 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 | 11.952 | 2.328 | 513% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 93.1M | 142,857% |
| Annual Yield % from dividends | 1.81 | 1.22 | 148% |
| Returns for 1 year | 9.46 | 0.95 | 999% |
| Returns for 3 years | 47.63 | -15.27 | -312% |
| Returns for 5 years | N/A | -23.69 | - |
| Returns for 10 years | N/A | -32.38 | - |
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