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FWGIX vs MSEFX
FWGIX vs MSEFX Comparison
Open Charts FWGIX vs MSEFX
American Funds Capital World Gr&Inc F3
Price$62.10
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
iMGP Global Select Instl
Price$11.21
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets89.64M
FWGIX vs MSEFX Comparison Chart
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FWGIX vs. MSEFX commentary
Apr 24, 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: 118B vs. MSEFX (89.6M). FWGIX pays higher dividends than MSEFX: FWGIX (1.98) vs MSEFX (1.25). FWGIX was incepted earlier than MSEFX: FWGIX (8 years) vs MSEFX (28 years). MSEFX (1.21) is less costly to investors than FWGIX (0.41). MSEFX is a more actively managed with annual turnover of: 55.74 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 : -1.12 vs. MSEFX (-5.98). FWGIX return over 5 years is better than : 48.45 vs. MSEFX (-21.22).
| FWGIX | MSEFX | FWGIX / MSEFX | |
| Total Expense Ratio | 0.41 | 1.01 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.21 | 34% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -3.136 | -4.052 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 89.6M | 131,696% |
| Annual Yield % from dividends | 1.98 | 1.25 | 159% |
| Returns for 1 year | -1.12 | -5.98 | 19% |
| Returns for 3 years | 15.72 | -28.17 | -56% |
| Returns for 5 years | 48.45 | -21.22 | -228% |
| Returns for 10 years | N/A | -38.34 | - |
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