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CWIAX vs MSEFX
CWIAX vs MSEFX Comparison
Open Charts CWIAX vs MSEFX
American Funds Capital World Gr&Inc 529A
Price$71.54
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
iMGP Global Select Instl
Price$11.87
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets86.74M
CWIAX vs MSEFX Comparison Chart in %
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CWIAX vs. MSEFX commentary
Dec 27, 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: 142B vs. MSEFX (86.7M). CWIAX pays higher dividends than MSEFX: CWIAX (1.35) 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 : 12.26 vs. MSEFX (1.45). CWIAX return over 5 years is better than : 33.62 vs. MSEFX (-34.29).
| 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 | 14.302 | 2.328 | 614% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 86.7M | 163,783% |
| Annual Yield % from dividends | 1.35 | 1.19 | 114% |
| Returns for 1 year | 12.26 | 1.45 | 844% |
| Returns for 3 years | 45.97 | 12.97 | 354% |
| Returns for 5 years | 33.62 | -34.29 | -98% |
| Returns for 10 years | 95.47 | -24.76 | -386% |
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