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MSEFX vs RWIAX
MSEFX vs RWIAX Comparison
Open Charts MSEFX vs RWIAX
iMGP Global Select Instl
Price$11.03
Change+$0.18 (+1.66%)
VolumeN/A
Net Assets89.51M
American Funds Capital World Gr&Inc R1
Price$60.12
Change+$1.09 (+1.85%)
VolumeN/A
Net Assets117.15B
MSEFX vs RWIAX Comparison Chart
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MSEFX vs. RWIAX commentary
Apr 15, 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 RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 117B vs. MSEFX (89.5M). MSEFX pays higher dividends than RWIAX: MSEFX (1.25) vs RWIAX (0.91). MSEFX was incepted earlier than RWIAX: MSEFX (28 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than MSEFX (1.21). MSEFX is a more actively managed with annual turnover of: 55.74 vs. RWIAX (27.00). RWIAX has a lower initial minimum investment than MSEFX: RWIAX (250) vs MSEFX (10000). RWIAX annual gain was more profitable for investors over the last year : -4.95 vs. MSEFX (-7.52). RWIAX return over 5 years is better than : 43.40 vs. MSEFX (-21.32).
| MSEFX | RWIAX | MSEFX / RWIAX | |
| Total Expense Ratio | 1.01 | 1.51 | 67% |
| Annual Report Gross Expense Ratio | 1.21 | 1.51 | 80% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -4.914 | -4.152 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.5M | 117B | 0% |
| Annual Yield % from dividends | 1.25 | 0.91 | 137% |
| Returns for 1 year | -7.52 | -4.95 | 152% |
| Returns for 3 years | -31.56 | 8.73 | -361% |
| Returns for 5 years | -21.32 | 43.40 | -49% |
| Returns for 10 years | -38.56 | 29.21 | -132% |