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FWCGX vs MSEFX
FWCGX vs MSEFX Comparison
Open Charts FWCGX vs MSEFX
American Funds Capital World Gr&Inc529F3
Price$73.20
Change+$0.36 (+0.49%)
VolumeN/A
Net Assets136.73B
iMGP Global Select Instl
Price$12.10
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets91.41M
FWCGX vs MSEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. MSEFX (91.4M). FWCGX pays higher dividends than MSEFX: FWCGX (1.73) vs MSEFX (1.21). 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 : 10.97 vs. MSEFX (-3.28).
| 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 | 16.338 | 4.138 | 395% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 91.4M | 149,891% |
| Annual Yield % from dividends | 1.73 | 1.21 | 143% |
| Returns for 1 year | 10.97 | -3.28 | -334% |
| Returns for 3 years | 52.40 | -13.71 | -382% |
| Returns for 5 years | N/A | -32.54 | - |
| Returns for 10 years | N/A | -27.91 | - |
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