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FWGIX vs MSEFX
FWGIX vs MSEFX Comparison
Open Charts FWGIX vs MSEFX
American Funds Capital World Gr&Inc F3
Price$71.74
Change+$0.10 (+0.14%)
VolumeN/A
Net Assets136.1B
iMGP Global Select Instl
Price$11.92
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets92.93M
FWGIX vs MSEFX Comparison Chart in %
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FWGIX vs. MSEFX commentary
Jul 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a Buy and MSEFX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. MSEFX (92.9M). FWGIX pays higher dividends than MSEFX: FWGIX (1.77) vs MSEFX (1.20). FWGIX was incepted earlier than MSEFX: FWGIX (8 years) vs MSEFX (29 years). MSEFX (1.19) is less costly to investors than FWGIX (0.41). MSEFX is a more actively managed with annual turnover of: 81.79 vs. FWGIX (27.00). MSEFX has a lower initial minimum investment than FWGIX: MSEFX (10000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 10.38 vs. MSEFX (-1.84). FWGIX return over 5 years is better than : 51.25 vs. MSEFX (-28.35).
| FWGIX | MSEFX | FWGIX / MSEFX | |
| Total Expense Ratio | 0.41 | 0.98 | 42% |
| Annual Report Gross Expense Ratio | 0.41 | 1.19 | 34% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | 14.061 | 2.759 | 510% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 92.9M | 146,394% |
| Annual Yield % from dividends | 1.77 | 1.20 | 147% |
| Returns for 1 year | 10.38 | -1.84 | -563% |
| Returns for 3 years | 50.41 | -15.63 | -323% |
| Returns for 5 years | 51.25 | -28.35 | -181% |
| Returns for 10 years | N/A | -33.67 | - |
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