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CWIAX vs MSEFX
CWIAX vs MSEFX Comparison
Open Charts CWIAX vs MSEFX
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
iMGP Global Select Instl
Price$12.08
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets90.64M
CWIAX vs MSEFX Comparison Chart in %
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CWIAX vs. MSEFX commentary
Sep 08, 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 Buy and MSEFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. MSEFX (90.6M). CWIAX pays higher dividends than MSEFX: CWIAX (1.43) vs MSEFX (1.19). 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 : 13.15 vs. MSEFX (-2.67). CWIAX return over 5 years is better than : 50.93 vs. MSEFX (-31.44).
| 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 | 16.202 | 4.138 | 392% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 90.6M | 152,318% |
| Annual Yield % from dividends | 1.43 | 1.19 | 120% |
| Returns for 1 year | 13.15 | -2.67 | -493% |
| Returns for 3 years | 55.56 | -10.70 | -519% |
| Returns for 5 years | 50.93 | -31.44 | -162% |
| Returns for 10 years | 98.76 | -27.66 | -357% |
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