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MSEFX vs RWBEX
MSEFX vs RWBEX Comparison
Open Charts MSEFX vs RWBEX
iMGP Global Select Instl
Price$11.92
Change-$0.17 (-1.41%)
VolumeN/A
Net Assets94.08M
American Funds Capital World Gr&Inc R2E
Price$68.44
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
MSEFX vs RWBEX Comparison Chart
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MSEFX vs. RWBEX 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 MSEFX is a Hold and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 131B vs. MSEFX (94.1M). MSEFX pays higher dividends than RWBEX: MSEFX (1.22) vs RWBEX (1.11). MSEFX was incepted earlier than RWBEX: MSEFX (28 years) vs RWBEX (11 years). RWBEX (1.21) and MSEFX (1.19) have similar cost to investors . MSEFX is a more actively managed with annual turnover of: 81.79 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than MSEFX: RWBEX (250) vs MSEFX (10000). RWBEX annual gain was more profitable for investors over the last year : 5.84 vs. MSEFX (0.86). RWBEX return over 5 years is better than : 49.52 vs. MSEFX (-24.84).
| MSEFX | RWBEX | MSEFX / RWBEX | |
| Total Expense Ratio | 0.98 | 1.21 | 81% |
| Annual Report Gross Expense Ratio | 1.19 | 1.21 | 98% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 2.759 | 8.807 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.1M | 131B | 0% |
| Annual Yield % from dividends | 1.22 | 1.11 | 109% |
| Returns for 1 year | 0.86 | 5.84 | 15% |
| Returns for 3 years | -10.72 | 42.36 | -25% |
| Returns for 5 years | -24.84 | 49.52 | -50% |
| Returns for 10 years | -33.89 | 49.42 | -69% |
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