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MSEFX vs RWIBX
MSEFX vs RWIBX Comparison
Open Charts MSEFX vs RWIBX
iMGP Global Select Instl
Price$12.72
Change-$0.12 (-0.93%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$66.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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MSEFX vs RWIBX Comparison Chart
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MSEFX vs. RWIBX commentary
Sep 21, 2024
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 RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. MSEFX (111M). RWIBX pays higher dividends than MSEFX: RWIBX (1.05) vs MSEFX (0.42). MSEFX was incepted earlier than RWIBX: MSEFX (28 years) vs RWIBX (22 years). MSEFX is a more actively managed with annual turnover of: 55.74 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than MSEFX: RWIBX (250) vs MSEFX (10000). RWIBX annual gain was more profitable for investors over the last year : 19.09 vs. MSEFX (10.01). RWIBX return over 5 years is better than : 40.53 vs. MSEFX (-27.36).
| MSEFX | RWIBX | MSEFX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 5.980 | 11.847 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 128B | 0% |
| Annual Yield % from dividends | 0.42 | 1.05 | 40% |
| Returns for 1 year | 10.01 | 19.09 | 52% |
| Returns for 3 years | -41.80 | 4.35 | -960% |
| Returns for 5 years | -27.36 | 40.53 | -68% |
| Returns for 10 years | -33.95 | 44.70 | -76% |