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CWICX vs MSEFX
CWICX vs MSEFX Comparison
Open Charts CWICX vs MSEFX
American Funds Capital World Gr&Inc 529C
Price$73.62
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
iMGP Global Select Instl
Price$11.87
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets85.66M
CWICX vs MSEFX Comparison Chart in %
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CWICX vs. MSEFX commentary
Jan 15, 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 Hold and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. MSEFX (85.7M). CWICX pays higher dividends than MSEFX: CWICX (0.82) 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 : 17.96 vs. MSEFX (4.59). CWICX return over 5 years is better than : 28.86 vs. MSEFX (-36.77).
| 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 | 3.690 | 1.018 | 363% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 85.7M | 165,694% |
| Annual Yield % from dividends | 0.82 | 0.28 | 291% |
| Returns for 1 year | 17.96 | 4.59 | 392% |
| Returns for 3 years | 40.10 | 6.96 | 576% |
| Returns for 5 years | 28.86 | -36.77 | -78% |
| Returns for 10 years | 106.90 | -14.96 | -715% |
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