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MSEFX vs RWIFX
MSEFX vs RWIFX Comparison
Open Charts MSEFX vs RWIFX
iMGP Global Select Instl
Price$11.62
Change+$0.05 (+0.43%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$63.68
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
MSEFX vs RWIFX Comparison Chart
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MSEFX vs. RWIFX commentary
Dec 23, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. MSEFX (99.7M). RWIFX pays higher dividends than MSEFX: RWIFX (1.94) vs MSEFX (0.42). MSEFX was incepted earlier than RWIFX: MSEFX (28 years) vs RWIFX (23 years). MSEFX is a more actively managed with annual turnover of: 55.74 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than MSEFX: RWIFX (250) vs MSEFX (10000). RWIFX annual gain was more profitable for investors over the last year : 8.95 vs. MSEFX (-1.59). RWIFX return over 5 years is better than : 30.00 vs. MSEFX (-32.66).
| MSEFX | RWIFX | MSEFX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -2.328 | 7.993 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.7M | 125B | 0% |
| Annual Yield % from dividends | 0.42 | 1.94 | 21% |
| Returns for 1 year | -1.59 | 8.95 | -18% |
| Returns for 3 years | -35.85 | 6.92 | -518% |
| Returns for 5 years | -32.66 | 30.00 | -109% |
| Returns for 10 years | -34.17 | 45.70 | -75% |
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