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CWIAX vs MSEFX
CWIAX vs MSEFX Comparison
Open Charts CWIAX vs MSEFX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
iMGP Global Select Instl
Price$12.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets89.97M
CWIAX vs MSEFX Comparison Chart in %
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CWIAX vs. MSEFX commentary
Oct 18, 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 CWIAX is a Hold and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. MSEFX (90M). CWIAX pays higher dividends than MSEFX: CWIAX (1.39) vs MSEFX (1.18). CWIAX was incepted earlier than MSEFX: CWIAX (24 years) vs MSEFX (29 years). MSEFX (1.19) is less costly to investors than CWIAX (0.78). MSEFX is a more actively managed with annual turnover of: 81.79 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than MSEFX: CWIAX (250) vs MSEFX (10000). CWIAX annual gain was more profitable for investors over the last year : 10.77 vs. MSEFX (-4.06). CWIAX return over 5 years is better than : 54.01 vs. MSEFX (-32.88).
| CWIAX | MSEFX | CWIAX / MSEFX | |
| Total Expense Ratio | 0.78 | 0.98 | 80% |
| Annual Report Gross Expense Ratio | 0.78 | 1.19 | 66% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 19.974 | 5.259 | 380% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 90M | 156,667% |
| Annual Yield % from dividends | 1.39 | 1.18 | 118% |
| Returns for 1 year | 10.77 | -4.06 | -265% |
| Returns for 3 years | 67.94 | -2.74 | -2,481% |
| Returns for 5 years | 54.01 | -32.88 | -164% |
| Returns for 10 years | 99.76 | -29.74 | -335% |
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