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CWGCX vs IVGTX
CWGCX vs IVGTX Comparison
Open Charts CWGCX vs IVGTX
American Funds Capital World Gr&Inc C
Price$64.01
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
VY® Morgan Stanley Global Franchise S
Price$15.81
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets286.65M
CWGCX vs IVGTX Comparison Chart
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CWGCX vs. IVGTX commentary
Jan 19, 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: 127B vs. IVGTX (287M). CWGCX pays higher dividends than IVGTX: CWGCX (1.04) vs IVGTX (0.45). CWGCX was incepted earlier than IVGTX: CWGCX (24 years) vs IVGTX (23 years). 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 : 10.07 vs. IVGTX (-0.47). CWGCX return over 5 years is better than : 24.90 vs. IVGTX (-9.84).
| CWGCX | IVGTX | CWGCX / IVGTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 2.024 | 1.346 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 287M | 44,251% |
| Annual Yield % from dividends | 1.04 | 0.45 | 232% |
| Returns for 1 year | 10.07 | -0.47 | -2,154% |
| Returns for 3 years | 6.96 | -15.00 | -46% |
| Returns for 5 years | 24.90 | -9.84 | -253% |
| Returns for 10 years | 44.49 | -0.12 | -37,999% |