Interact to see
Advertisement
Advertisement
FWCGX vs MSEFX
FWCGX vs MSEFX Comparison
Open Charts FWCGX vs MSEFX
American Funds Capital World Gr&Inc529F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
iMGP Global Select Instl
Price$11.99
Change+$0.09 (+0.76%)
VolumeN/A
Net Assets94.05M
FWCGX vs MSEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. MSEFX (94M). FWCGX pays higher dividends than MSEFX: FWCGX (1.81) vs MSEFX (1.22). FWCGX was incepted earlier than MSEFX: FWCGX (5 years) vs MSEFX (28 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 : 6.68 vs. MSEFX (-0.14).
| 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 | 28 years | - |
| Gain YTD | 9.164 | 2.586 | 354% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 94M | 139,362% |
| Annual Yield % from dividends | 1.81 | 1.22 | 148% |
| Returns for 1 year | 6.68 | -0.14 | -4,750% |
| Returns for 3 years | 32.36 | -20.79 | -156% |
| Returns for 5 years | N/A | -29.72 | - |
| Returns for 10 years | N/A | -33.53 | - |