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FWCGX vs MSEFX
FWCGX vs MSEFX Comparison
Open Charts FWCGX vs MSEFX
American Funds Capital World Gr&Inc529F3
Price$71.74
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets136.1B
iMGP Global Select Instl
Price$11.92
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets92.93M
FWCGX vs MSEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. MSEFX (92.9M). FWCGX pays higher dividends than MSEFX: FWCGX (1.73) vs MSEFX (1.20). 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 : 10.33 vs. MSEFX (-1.84).
| 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 | 14.018 | 2.759 | 508% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 92.9M | 146,394% |
| Annual Yield % from dividends | 1.73 | 1.20 | 144% |
| Returns for 1 year | 10.33 | -1.84 | -560% |
| Returns for 3 years | 51.91 | -15.63 | -332% |
| Returns for 5 years | N/A | -28.35 | - |
| Returns for 10 years | N/A | -33.67 | - |
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