Interact to see
Advertisement
Advertisement
CWICX vs MSEFX
CWICX vs MSEFX Comparison
Open Charts CWICX vs MSEFX
American Funds Capital World Gr&Inc 529C
Price$74.45
Change-$1.10 (-1.46%)
VolumeN/A
Net Assets142.37B
iMGP Global Select Instl
Price$11.56
Change-$0.79 (-6.40%)
VolumeN/A
Net Assets82.56M
CWICX vs MSEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX 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 CWICX is a Buy and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. MSEFX (82.6M). CWICX pays higher dividends than MSEFX: CWICX (0.78) vs MSEFX (0.28). CWICX was incepted earlier than MSEFX: CWICX (24 years) vs MSEFX (29 years). CWICX (1.53) is less costly to investors than MSEFX (1.19). MSEFX is a more actively managed with annual turnover of: 81.79 vs. CWICX (27.00). CWICX has a lower initial minimum investment than MSEFX: CWICX (250) vs MSEFX (10000). CWICX annual gain was more profitable for investors over the last year : 15.32 vs. MSEFX (-2.99). CWICX return over 5 years is better than : 28.28 vs. MSEFX (-39.91).
| CWICX | MSEFX | CWICX / MSEFX | |
| Total Expense Ratio | 1.53 | 0.98 | 156% |
| Annual Report Gross Expense Ratio | 1.53 | 1.19 | 129% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 4.859 | -1.951 | -249% |
| Front Load | N/A | 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 | 0.78 | 0.28 | 277% |
| Returns for 1 year | 15.32 | -2.99 | -513% |
| Returns for 3 years | 39.85 | 0.28 | 13,994% |
| Returns for 5 years | 28.28 | -39.91 | -71% |
| Returns for 10 years | 107.70 | -16.94 | -636% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement