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FWGIX vs MSEFX
FWGIX vs MSEFX Comparison
Open Charts FWGIX vs MSEFX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
iMGP Global Select Instl
Price$11.92
Change-$0.17 (-1.41%)
VolumeN/A
Net Assets94.08M
FWGIX vs MSEFX Comparison Chart
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FWGIX vs. MSEFX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. MSEFX (94.1M). FWGIX pays higher dividends than MSEFX: FWGIX (1.85) vs MSEFX (1.22). FWGIX was incepted earlier than MSEFX: FWGIX (8 years) vs MSEFX (28 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 : 6.71 vs. MSEFX (0.86). FWGIX return over 5 years is better than : 53.53 vs. MSEFX (-24.84).
| 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 | 28 years | - |
| Gain YTD | 9.196 | 2.759 | 333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 94.1M | 139,214% |
| Annual Yield % from dividends | 1.85 | 1.22 | 152% |
| Returns for 1 year | 6.71 | 0.86 | 776% |
| Returns for 3 years | 45.29 | -10.72 | -423% |
| Returns for 5 years | 53.53 | -24.84 | -216% |
| Returns for 10 years | N/A | -33.89 | - |
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