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CWIEX vs MSEFX
CWIEX vs MSEFX Comparison
Open Charts CWIEX vs MSEFX
American Funds Capital World Gr&Inc 529E
Price$71.43
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
CWIEX vs MSEFX Comparison Chart in %
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CWIEX 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 CWIEX is a Hold and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. MSEFX (86.7M). MSEFX (1.19) and CWIEX (1.14) have matching dividends . CWIEX was incepted earlier than MSEFX: CWIEX (24 years) vs MSEFX (29 years). MSEFX (1.19) is less costly to investors than CWIEX (1.00). MSEFX is a more actively managed with annual turnover of: 81.79 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than MSEFX: CWIEX (250) vs MSEFX (10000). CWIEX annual gain was more profitable for investors over the last year : 12.05 vs. MSEFX (1.45). CWIEX return over 5 years is better than : 32.09 vs. MSEFX (-34.29).
| CWIEX | MSEFX | CWIEX / MSEFX | |
| Total Expense Ratio | 1.00 | 0.98 | 102% |
| Annual Report Gross Expense Ratio | 1.00 | 1.19 | 84% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 14.072 | 2.328 | 605% |
| Front Load | N/A | 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 | 1.14 | 1.19 | 96% |
| Returns for 1 year | 12.05 | 1.45 | 829% |
| Returns for 3 years | 44.98 | 12.97 | 347% |
| Returns for 5 years | 32.09 | -34.29 | -94% |
| Returns for 10 years | 91.14 | -24.76 | -368% |
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