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CWIEX vs MSEFX
CWIEX vs MSEFX Comparison
Open Charts CWIEX vs MSEFX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
iMGP Global Select Instl
Price$12.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets89.97M
CWIEX vs MSEFX Comparison Chart in %
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CWIEX vs. MSEFX commentary
Oct 18, 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: 141B vs. MSEFX (90M). MSEFX (1.18) and CWIEX (1.17) 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 : 10.48 vs. MSEFX (-4.06). CWIEX return over 5 years is better than : 52.18 vs. MSEFX (-32.88).
| 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 | 19.725 | 5.259 | 375% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 90M | 156,667% |
| Annual Yield % from dividends | 1.17 | 1.18 | 100% |
| Returns for 1 year | 10.48 | -4.06 | -258% |
| Returns for 3 years | 66.72 | -2.74 | -2,437% |
| Returns for 5 years | 52.18 | -32.88 | -159% |
| Returns for 10 years | 95.26 | -29.74 | -320% |
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