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FWGIX vs MSEFX
FWGIX vs MSEFX Comparison
Open Charts FWGIX vs MSEFX
American Funds Capital World Gr&Inc F3
Price$74.73
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
iMGP Global Select Instl
Price$11.76
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets86.21M
FWGIX vs MSEFX Comparison Chart in %
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FWGIX vs. MSEFX commentary
Nov 19, 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 Hold and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 140B vs. MSEFX (86.2M). FWGIX pays higher dividends than MSEFX: FWGIX (1.65) vs MSEFX (1.18). FWGIX was incepted earlier than MSEFX: FWGIX (9 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 : 12.55 vs. MSEFX (-5.84). FWGIX return over 5 years is better than : 43.43 vs. MSEFX (-39.14).
| FWGIX | MSEFX | FWGIX / MSEFX | |
| Total Expense Ratio | 0.41 | 0.98 | 42% |
| Annual Report Gross Expense Ratio | 0.41 | 1.19 | 34% |
| Fund Existence | 9 years | 29 years | - |
| Gain YTD | 19.224 | 1.379 | 1,394% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 86.2M | 162,413% |
| Annual Yield % from dividends | 1.65 | 1.18 | 140% |
| Returns for 1 year | 12.55 | -5.84 | -215% |
| Returns for 3 years | 52.13 | -14.25 | -366% |
| Returns for 5 years | 43.43 | -39.14 | -111% |
| Returns for 10 years | N/A | -33.99 | - |
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