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CWGCX vs IVGTX
CWGCX vs IVGTX Comparison
Open Charts CWGCX vs IVGTX
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 S
Price$15.79
Change+$0.15 (+0.96%)
VolumeN/A
Net Assets268.62M
CWGCX vs IVGTX Comparison Chart
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CWGCX vs. IVGTX 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 IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 119B vs. IVGTX (269M). CWGCX pays higher dividends than IVGTX: CWGCX (0.93) vs IVGTX (0.51). CWGCX was incepted earlier than IVGTX: CWGCX (24 years) vs IVGTX (23 years). CWGCX (1.49) is less costly to investors than IVGTX (1.23). CWGCX is a more actively managed with annual turnover of: 27.00 vs. IVGTX (15.00). IVGTX has a lower initial minimum investment than CWGCX: IVGTX (0) vs CWGCX (250). CWGCX annual gain was more profitable for investors over the last year : 0.67 vs. IVGTX (-2.15). CWGCX return over 5 years is better than : 47.39 vs. IVGTX (-0.27).
| CWGCX | IVGTX | CWGCX / IVGTX | |
| Total Expense Ratio | 1.49 | 1.20 | 124% |
| Annual Report Gross Expense Ratio | 1.49 | 1.23 | 121% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -0.577 | 0.256 | -225% |
| 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 | 0.51 | 183% |
| Returns for 1 year | 0.67 | -2.15 | -31% |
| Returns for 3 years | 16.55 | -10.21 | -162% |
| Returns for 5 years | 47.39 | -0.27 | -17,536% |
| Returns for 10 years | 32.50 | -6.84 | -475% |