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MSEFX vs RWIBX
MSEFX vs RWIBX Comparison
Open Charts MSEFX vs RWIBX
iMGP Global Select Instl
Price$11.03
Change+$0.59 (+5.65%)
VolumeN/A
Net Assets89.68M
American Funds Capital World Gr&Inc R2
Price$59.77
Change+$3.85 (+6.88%)
VolumeN/A
Net Assets116.98B
MSEFX vs RWIBX Comparison Chart
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MSEFX vs. RWIBX commentary
Apr 11, 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 117B vs. MSEFX (89.7M). MSEFX pays higher dividends than RWIBX: MSEFX (1.25) vs RWIBX (0.92). MSEFX was incepted earlier than RWIBX: MSEFX (28 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than MSEFX (1.21). 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 : -11.60 vs. MSEFX (-13.82). RWIBX return over 5 years is better than : 33.84 vs. MSEFX (-25.53).
| MSEFX | RWIBX | MSEFX / RWIBX | |
| 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 | -10.000 | -10.493 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.7M | 117B | 0% |
| Annual Yield % from dividends | 1.25 | 0.92 | 136% |
| Returns for 1 year | -13.82 | -11.60 | 119% |
| Returns for 3 years | -36.15 | -0.36 | 9,932% |
| Returns for 5 years | -25.53 | 33.84 | -75% |
| Returns for 10 years | -41.91 | 20.23 | -207% |
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