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CWIAX vs MSEFX
CWIAX vs MSEFX Comparison
Open Charts CWIAX vs MSEFX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
iMGP Global Select Instl
Price$11.56
Change-$0.79 (-6.40%)
VolumeN/A
Net Assets82.56M
CWIAX vs MSEFX Comparison Chart in %
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CWIAX vs. MSEFX commentary
Feb 04, 2026
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 Buy and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. MSEFX (82.6M). CWIAX pays higher dividends than MSEFX: CWIAX (1.45) vs MSEFX (0.28). 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 : 16.21 vs. MSEFX (-2.99). CWIAX return over 5 years is better than : 33.28 vs. MSEFX (-39.91).
| 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 | 4.934 | -1.951 | -253% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 82.6M | 171,913% |
| Annual Yield % from dividends | 1.45 | 0.28 | 514% |
| Returns for 1 year | 16.21 | -2.99 | -542% |
| Returns for 3 years | 43.10 | 0.28 | 15,137% |
| Returns for 5 years | 33.28 | -39.91 | -83% |
| Returns for 10 years | 124.19 | -16.94 | -733% |
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