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CWIEX vs MSEFX
CWIEX vs MSEFX Comparison
Open Charts CWIEX vs MSEFX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
iMGP Global Select Instl
Price$11.56
Change-$0.79 (-6.40%)
VolumeN/A
Net Assets82.56M
CWIEX vs MSEFX Comparison Chart in %
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CWIEX 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 CWIEX is a Buy and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. MSEFX (82.6M). CWIEX pays higher dividends than MSEFX: CWIEX (1.24) vs MSEFX (0.28). 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 : 15.93 vs. MSEFX (-2.99). CWIEX return over 5 years is better than : 31.71 vs. MSEFX (-39.91).
| 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 | 4.913 | -1.951 | -252% |
| 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 | 1.24 | 0.28 | 441% |
| Returns for 1 year | 15.93 | -2.99 | -533% |
| Returns for 3 years | 42.06 | 0.28 | 14,772% |
| Returns for 5 years | 31.71 | -39.91 | -79% |
| Returns for 10 years | 119.07 | -16.94 | -703% |
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