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MSEFX vs RWIBX
MSEFX vs RWIBX Comparison
Open Charts MSEFX vs RWIBX
iMGP Global Select Instl
Price$11.92
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets100.09M
American Funds Capital World Gr&Inc R2
Price$64.98
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
MSEFX vs RWIBX Comparison Chart
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MSEFX vs. RWIBX commentary
Jan 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 RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 129B vs. MSEFX (100M). RWIBX pays higher dividends than MSEFX: RWIBX (1.05) vs MSEFX (0.42). MSEFX was incepted earlier than RWIBX: MSEFX (28 years) vs RWIBX (23 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 : 10.94 vs. MSEFX (1.54). RWIBX return over 5 years is better than : 28.39 vs. MSEFX (-31.63).
| MSEFX | RWIBX | MSEFX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 2.759 | 3.885 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 129B | 0% |
| Annual Yield % from dividends | 0.42 | 1.05 | 40% |
| Returns for 1 year | 1.54 | 10.94 | 14% |
| Returns for 3 years | -29.97 | 12.03 | -249% |
| Returns for 5 years | -31.63 | 28.39 | -111% |
| Returns for 10 years | -31.06 | 44.48 | -70% |