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CWGCX vs IVGTX
CWGCX vs IVGTX Comparison
Open Charts CWGCX vs IVGTX
American Funds Capital World Gr&Inc C
Price$69.96
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets134.85B
VY® Morgan Stanley Global Franchise S
Price$16.56
Change+$0.11 (+0.67%)
VolumeN/A
Net Assets277.02M
CWGCX vs IVGTX Comparison Chart in %
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CWGCX vs. IVGTX commentary
Jun 30, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. IVGTX (277M). CWGCX pays higher dividends than IVGTX: CWGCX (0.87) vs IVGTX (0.49). 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 : 8.85 vs. IVGTX (1.71). CWGCX return over 5 years is better than : 52.54 vs. IVGTX (-0.38).
| 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 | 12.029 | 6.154 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 277M | 48,736% |
| Annual Yield % from dividends | 0.87 | 0.49 | 177% |
| Returns for 1 year | 8.85 | 1.71 | 519% |
| Returns for 3 years | 44.25 | 2.73 | 1,623% |
| Returns for 5 years | 52.54 | -0.38 | -13,710% |
| Returns for 10 years | 56.16 | 1.40 | 4,013% |
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