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CWGCX vs IVGTX
CWGCX vs IVGTX Comparison
Open Charts CWGCX vs IVGTX
American Funds Capital World Gr&Inc C
Price$71.80
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
VY® Morgan Stanley Global Franchise S
Price$13.86
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets268.92M
CWGCX vs IVGTX Comparison Chart in %
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CWGCX vs. IVGTX commentary
Aug 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 CWGCX is a StrongBuy and IVGTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. IVGTX (269M). CWGCX pays higher dividends than IVGTX: CWGCX (0.84) vs IVGTX (0.34). CWGCX was incepted earlier than IVGTX: CWGCX (24 years) vs IVGTX (23 years). CWGCX (1.49) is less costly to investors than IVGTX (1.24). IVGTX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). 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 : 10.57 vs. IVGTX (-9.70). CWGCX return over 5 years is better than : 43.67 vs. IVGTX (-16.00).
| CWGCX | IVGTX | CWGCX / IVGTX | |
| Total Expense Ratio | 1.49 | 1.21 | 123% |
| Annual Report Gross Expense Ratio | 1.49 | 1.24 | 120% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 14.975 | -10.854 | -138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 269M | 50,929% |
| Annual Yield % from dividends | 0.84 | 0.34 | 245% |
| Returns for 1 year | 10.57 | -9.70 | -109% |
| Returns for 3 years | 38.58 | -12.79 | -302% |
| Returns for 5 years | 43.67 | -16.00 | -273% |
| Returns for 10 years | 59.96 | -7.35 | -815% |
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