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CWIFX vs MSEFX
CWIFX vs MSEFX Comparison
Open Charts CWIFX vs MSEFX
American Funds Capital World Gr&Inc 529F
Price$71.54
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
CWIFX vs MSEFX Comparison Chart in %
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CWIFX vs. MSEFX commentary
Dec 26, 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 CWIFX is a Hold and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. MSEFX (86.7M). CWIFX pays higher dividends than MSEFX: CWIFX (1.48) vs MSEFX (1.19). CWIFX was incepted earlier than MSEFX: CWIFX (23 years) vs MSEFX (29 years). MSEFX (1.19) is less costly to investors than CWIFX (0.86). MSEFX is a more actively managed with annual turnover of: 81.79 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than MSEFX: CWIFX (250) vs MSEFX (10000). CWIFX annual gain was more profitable for investors over the last year : 12.39 vs. MSEFX (1.45). CWIFX return over 5 years is better than : 34.60 vs. MSEFX (-34.29).
| CWIFX | MSEFX | CWIFX / MSEFX | |
| Total Expense Ratio | 0.86 | 0.98 | 88% |
| Annual Report Gross Expense Ratio | 0.86 | 1.19 | 72% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 14.415 | 2.328 | 619% |
| 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 | 1.48 | 1.19 | 125% |
| Returns for 1 year | 12.39 | 1.45 | 853% |
| Returns for 3 years | 46.56 | 12.97 | 359% |
| Returns for 5 years | 34.60 | -34.29 | -101% |
| Returns for 10 years | 99.15 | -24.76 | -401% |
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