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MSEFX vs RWIFX
MSEFX vs RWIFX Comparison
Open Charts MSEFX vs RWIFX
iMGP Global Select Instl
Price$12.72
Change-$0.12 (-0.93%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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MSEFX vs RWIFX Comparison Chart
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MSEFX vs. RWIFX 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. MSEFX (111M). RWIFX pays higher dividends than MSEFX: RWIFX (1.94) vs MSEFX (0.42). MSEFX was incepted earlier than RWIFX: MSEFX (28 years) vs RWIFX (22 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 : 20.37 vs. MSEFX (10.01). RWIFX return over 5 years is better than : 44.74 vs. MSEFX (-27.36).
| MSEFX | RWIFX | MSEFX / RWIFX | |
| 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 | 12.691 | 47% |
| 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 | 1.94 | 21% |
| Returns for 1 year | 10.01 | 20.37 | 49% |
| Returns for 3 years | -41.80 | 6.65 | -628% |
| Returns for 5 years | -27.36 | 44.74 | -61% |
| Returns for 10 years | -33.95 | 49.84 | -68% |