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CWIFX vs MSEFX
CWIFX vs MSEFX Comparison
Open Charts CWIFX vs MSEFX
American Funds Capital World Gr&Inc 529F
Price$75.10
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
CWIFX vs MSEFX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. MSEFX (90M). CWIFX pays higher dividends than MSEFX: CWIFX (1.53) vs MSEFX (1.18). 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 : 10.94 vs. MSEFX (-4.06). CWIFX return over 5 years is better than : 55.22 vs. MSEFX (-32.88).
| 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 | 20.108 | 5.259 | 382% |
| 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 | 1.53 | 1.18 | 130% |
| Returns for 1 year | 10.94 | -4.06 | -269% |
| Returns for 3 years | 68.69 | -2.74 | -2,509% |
| Returns for 5 years | 55.22 | -32.88 | -168% |
| Returns for 10 years | 103.66 | -29.74 | -349% |
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