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CWGCX vs IGFSX
CWGCX vs IGFSX Comparison
Open Charts CWGCX vs IGFSX
American Funds Capital World Gr&Inc C
Price$62.30
Change+$0.98 (+1.60%)
VolumeN/A
Net Assets119.48B
VY® Morgan Stanley Global Franchise S2
Price$15.53
Change+$0.15 (+0.98%)
VolumeN/A
Net Assets268.62M
CWGCX vs IGFSX Comparison Chart
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CWGCX vs. IGFSX commentary
Apr 25, 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 CWGCX is a Buy and IGFSX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 119B vs. IGFSX (269M). CWGCX pays higher dividends than IGFSX: CWGCX (0.93) vs IGFSX (0.38). CWGCX was incepted earlier than IGFSX: CWGCX (24 years) vs IGFSX (23 years). CWGCX (1.49) is less costly to investors than IGFSX (1.38). CWGCX is a more actively managed with annual turnover of: 27.00 vs. IGFSX (15.00). IGFSX has a lower initial minimum investment than CWGCX: IGFSX (0) vs CWGCX (250). CWGCX annual gain was more profitable for investors over the last year : 0.67 vs. IGFSX (-2.45). CWGCX return over 5 years is better than : 47.39 vs. IGFSX (-1.61).
| CWGCX | IGFSX | CWGCX / IGFSX | |
| Total Expense Ratio | 1.49 | 1.35 | 110% |
| Annual Report Gross Expense Ratio | 1.49 | 1.38 | 108% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -0.577 | 0.195 | -295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 269M | 44,238% |
| Annual Yield % from dividends | 0.93 | 0.38 | 244% |
| Returns for 1 year | 0.67 | -2.45 | -28% |
| Returns for 3 years | 16.55 | -10.96 | -151% |
| Returns for 5 years | 47.39 | -1.61 | -2,942% |
| Returns for 10 years | 32.50 | -9.11 | -357% |