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CWIFX vs MSEFX
CWIFX vs MSEFX Comparison
Open Charts CWIFX vs MSEFX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
iMGP Global Select Instl
Price$11.56
Change-$0.79 (-6.40%)
VolumeN/A
Net Assets82.56M
CWIFX vs MSEFX Comparison Chart in %
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CWIFX 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 CWIFX is a Buy and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. MSEFX (82.6M). CWIFX pays higher dividends than MSEFX: CWIFX (1.59) vs MSEFX (0.28). 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 : 16.37 vs. MSEFX (-2.99). CWIFX return over 5 years is better than : 34.32 vs. MSEFX (-39.91).
| 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 | 4.948 | -1.951 | -254% |
| 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 | 1.59 | 0.28 | 564% |
| Returns for 1 year | 16.37 | -2.99 | -548% |
| Returns for 3 years | 43.74 | 0.28 | 15,362% |
| Returns for 5 years | 34.32 | -39.91 | -86% |
| Returns for 10 years | 128.46 | -16.94 | -758% |
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