Interact to see
Advertisement
Advertisement
FWCGX vs MSEFX
FWCGX vs MSEFX Comparison
Open Charts FWCGX vs MSEFX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
iMGP Global Select Instl
Price$12.03
Change+$0.13 (+1.09%)
VolumeN/A
Net Assets94.38M
FWCGX vs MSEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. MSEFX (94.4M). FWCGX pays higher dividends than MSEFX: FWCGX (1.73) vs MSEFX (1.20). 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 : 9.68 vs. MSEFX (1.79).
| 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 | 13.732 | 3.707 | 370% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 94.4M | 144,068% |
| Annual Yield % from dividends | 1.73 | 1.20 | 144% |
| Returns for 1 year | 9.68 | 1.79 | 539% |
| Returns for 3 years | 53.08 | -11.84 | -448% |
| Returns for 5 years | N/A | -25.49 | - |
| Returns for 10 years | N/A | -31.54 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement