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MSEFX vs RWIAX
MSEFX vs RWIAX Comparison
Open Charts MSEFX vs RWIAX
iMGP Global Select Instl
Price$11.96
Change-$0.11 (-0.91%)
VolumeN/A
Net Assets98.76M
American Funds Capital World Gr&Inc R1
Price$65.44
Change-$0.88 (-1.33%)
VolumeN/A
Net Assets128.43B
MSEFX vs RWIAX Comparison Chart
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MSEFX vs. RWIAX commentary
Feb 23, 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 Hold and RWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 128B vs. MSEFX (98.8M). RWIAX pays higher dividends than MSEFX: RWIAX (1.04) vs MSEFX (0.42). MSEFX was incepted earlier than RWIAX: MSEFX (28 years) vs RWIAX (23 years). 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 : 6.22 vs. MSEFX (-0.87). RWIAX return over 5 years is better than : 29.65 vs. MSEFX (-31.74).
| MSEFX | RWIAX | MSEFX / RWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 3.103 | 4.204 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.8M | 128B | 0% |
| Annual Yield % from dividends | 0.42 | 1.04 | 40% |
| Returns for 1 year | -0.87 | 6.22 | -14% |
| Returns for 3 years | -28.58 | 14.76 | -194% |
| Returns for 5 years | -31.74 | 29.65 | -107% |
| Returns for 10 years | -33.09 | 41.15 | -80% |
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