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FWGIX vs MSEFX
FWGIX vs MSEFX Comparison
Open Charts FWGIX vs MSEFX
American Funds Capital World Gr&Inc F3
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
FWGIX vs MSEFX Comparison Chart in %
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FWGIX vs. MSEFX commentary
Jul 07, 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 FWGIX is a Buy and MSEFX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. MSEFX (94.4M). FWGIX pays higher dividends than MSEFX: FWGIX (1.77) vs MSEFX (1.20). FWGIX was incepted earlier than MSEFX: FWGIX (8 years) vs MSEFX (29 years). MSEFX (1.19) is less costly to investors than FWGIX (0.41). MSEFX is a more actively managed with annual turnover of: 81.79 vs. FWGIX (27.00). MSEFX has a lower initial minimum investment than FWGIX: MSEFX (10000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 9.74 vs. MSEFX (1.79). FWGIX return over 5 years is better than : 54.88 vs. MSEFX (-25.49).
| FWGIX | MSEFX | FWGIX / MSEFX | |
| Total Expense Ratio | 0.41 | 0.98 | 42% |
| Annual Report Gross Expense Ratio | 0.41 | 1.19 | 34% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | 13.775 | 3.707 | 372% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 94.4M | 144,068% |
| Annual Yield % from dividends | 1.77 | 1.20 | 147% |
| Returns for 1 year | 9.74 | 1.79 | 543% |
| Returns for 3 years | 51.57 | -11.84 | -435% |
| Returns for 5 years | 54.88 | -25.49 | -215% |
| Returns for 10 years | N/A | -31.54 | - |
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