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MSEFX vs RWIFX
MSEFX vs RWIFX Comparison
Open Charts MSEFX vs RWIFX
iMGP Global Select Instl
Price$11.03
Change+$0.59 (+5.65%)
VolumeN/A
Net Assets89.68M
American Funds Capital World Gr&Inc R5
Price$60.75
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets116.98B
MSEFX vs RWIFX Comparison Chart
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MSEFX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 117B vs. MSEFX (89.7M). RWIFX pays higher dividends than MSEFX: RWIFX (1.93) vs MSEFX (1.25). MSEFX was incepted earlier than RWIFX: MSEFX (28 years) vs RWIFX (23 years). MSEFX (1.21) is less costly to investors than RWIFX (0.46). 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 : -10.59 vs. MSEFX (-13.82). RWIFX return over 5 years is better than : 38.79 vs. MSEFX (-25.53).
| MSEFX | RWIFX | MSEFX / RWIFX | |
| Total Expense Ratio | 1.01 | 0.46 | 220% |
| Annual Report Gross Expense Ratio | 1.21 | 0.46 | 263% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -10.000 | -10.236 | 98% |
| 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 | 1.93 | 65% |
| Returns for 1 year | -13.82 | -10.59 | 131% |
| Returns for 3 years | -36.15 | 2.13 | -1,699% |
| Returns for 5 years | -25.53 | 38.79 | -66% |
| Returns for 10 years | -41.91 | 24.94 | -168% |
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