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FWCGX vs MSEFX
FWCGX vs MSEFX Comparison
Open Charts FWCGX vs MSEFX
American Funds Capital World Gr&Inc529F3
Price$76.19
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
iMGP Global Select Instl
Price$12.00
Change-$0.17 (-1.40%)
VolumeN/A
Net Assets87.45M
FWCGX vs MSEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 144B vs. MSEFX (87.4M). FWCGX pays higher dividends than MSEFX: FWCGX (1.61) vs MSEFX (1.18). 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 : 15.39 vs. MSEFX (-3.33). FWCGX return over 5 years is better than : 53.42 vs. MSEFX (-36.69).
| 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 | 23.725 | 4.914 | 483% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 87.4M | 164,760% |
| Annual Yield % from dividends | 1.61 | 1.18 | 136% |
| Returns for 1 year | 15.39 | -3.33 | -463% |
| Returns for 3 years | 58.55 | -11.96 | -490% |
| Returns for 5 years | 53.42 | -36.69 | -146% |
| Returns for 10 years | N/A | -29.58 | - |
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