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MSEFX vs RWBEX
MSEFX vs RWBEX Comparison
Open Charts MSEFX vs RWBEX
iMGP Global Select Instl
Price$11.21
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets89.64M
American Funds Capital World Gr&Inc R2E
Price$61.84
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
MSEFX vs RWBEX Comparison Chart
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MSEFX vs. RWBEX 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 MSEFX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 118B vs. MSEFX (89.6M). MSEFX (1.25) and RWBEX (1.19) have matching dividends . MSEFX was incepted earlier than RWBEX: MSEFX (28 years) vs RWBEX (11 years). MSEFX (1.21) and RWBEX (1.21) have similar cost to investors . MSEFX is a more actively managed with annual turnover of: 55.74 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than MSEFX: RWBEX (250) vs MSEFX (10000). RWBEX annual gain was more profitable for investors over the last year : -1.91 vs. MSEFX (-5.98). RWBEX return over 5 years is better than : 44.56 vs. MSEFX (-21.22).
| MSEFX | RWBEX | MSEFX / RWBEX | |
| Total Expense Ratio | 1.01 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.21 | 1.21 | 100% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | -4.052 | -3.373 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.6M | 118B | 0% |
| Annual Yield % from dividends | 1.25 | 1.19 | 105% |
| Returns for 1 year | -5.98 | -1.91 | 314% |
| Returns for 3 years | -28.17 | 13.62 | -207% |
| Returns for 5 years | -21.22 | 44.56 | -48% |
| Returns for 10 years | -38.34 | 29.64 | -129% |
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