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FWCGX vs MSEFX
FWCGX vs MSEFX Comparison
Open Charts FWCGX vs MSEFX
American Funds Capital World Gr&Inc529F3
Price$72.79
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
iMGP Global Select Instl
Price$12.01
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets91.04M
FWCGX vs MSEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. MSEFX (91M). FWCGX pays higher dividends than MSEFX: FWCGX (1.73) vs MSEFX (1.21). FWCGX was incepted earlier than MSEFX: FWCGX (5 years) vs MSEFX (29 years). MSEFX (1.19) is less costly to investors than FWCGX (0.47). MSEFX is a more actively managed with annual turnover of: 81.79 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than MSEFX: FWCGX (250) vs MSEFX (10000). FWCGX annual gain was more profitable for investors over the last year : 11.76 vs. MSEFX (-1.82).
| FWCGX | MSEFX | FWCGX / MSEFX | |
| Total Expense Ratio | 0.47 | 0.98 | 48% |
| Annual Report Gross Expense Ratio | 0.47 | 1.19 | 39% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 15.687 | 3.534 | 444% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 91M | 150,549% |
| Annual Yield % from dividends | 1.73 | 1.21 | 143% |
| Returns for 1 year | 11.76 | -1.82 | -645% |
| Returns for 3 years | 43.95 | -20.78 | -211% |
| Returns for 5 years | N/A | -30.76 | - |
| Returns for 10 years | N/A | -32.07 | - |
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