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FWGIX vs MSEFX
FWGIX vs MSEFX Comparison
Open Charts FWGIX vs MSEFX
American Funds Capital World Gr&Inc F3
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
FWGIX vs MSEFX Comparison Chart in %
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FWGIX vs. MSEFX commentary
Aug 18, 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: 137B vs. MSEFX (91M). FWGIX pays higher dividends than MSEFX: FWGIX (1.77) vs MSEFX (1.21). FWGIX was incepted earlier than MSEFX: FWGIX (9 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 : 11.83 vs. MSEFX (-1.82). FWGIX return over 5 years is better than : 49.39 vs. MSEFX (-30.76).
| FWGIX | MSEFX | FWGIX / MSEFX | |
| Total Expense Ratio | 0.41 | 0.98 | 42% |
| Annual Report Gross Expense Ratio | 0.41 | 1.19 | 34% |
| Fund Existence | 9 years | 29 years | - |
| Gain YTD | 15.730 | 3.534 | 445% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 91M | 150,549% |
| Annual Yield % from dividends | 1.77 | 1.21 | 146% |
| Returns for 1 year | 11.83 | -1.82 | -649% |
| Returns for 3 years | 42.52 | -20.78 | -205% |
| Returns for 5 years | 49.39 | -30.76 | -161% |
| Returns for 10 years | N/A | -32.07 | - |
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