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FWGIX vs MSEFX
FWGIX vs MSEFX Comparison
Open Charts FWGIX vs MSEFX
American Funds Capital World Gr&Inc F3
Price$75.40
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
iMGP Global Select Instl
Price$12.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets89.97M
FWGIX vs MSEFX Comparison Chart in %
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FWGIX vs. MSEFX commentary
Oct 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 Hold and MSEFX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 141B vs. MSEFX (90M). FWGIX pays higher dividends than MSEFX: FWGIX (1.68) vs MSEFX (1.18). 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 : 11.18 vs. MSEFX (-4.06). FWGIX return over 5 years is better than : 52.74 vs. MSEFX (-32.88).
| 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 | 20.293 | 5.259 | 386% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 90M | 156,667% |
| Annual Yield % from dividends | 1.68 | 1.18 | 143% |
| Returns for 1 year | 11.18 | -4.06 | -275% |
| Returns for 3 years | 68.62 | -2.74 | -2,506% |
| Returns for 5 years | 52.74 | -32.88 | -160% |
| Returns for 10 years | N/A | -29.74 | - |
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