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CWGCX vs IVGTX
CWGCX vs IVGTX Comparison
Open Charts CWGCX vs IVGTX
American Funds Capital World Gr&Inc C
Price$75.13
Change+$0.33 (+0.44%)
VolumeN/A
Net Assets142.48B
VY® Morgan Stanley Global Franchise S
Price$11.48
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets89.82M
CWGCX vs IVGTX Comparison Chart in %
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CWGCX vs. IVGTX commentary
Oct 06, 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: 142B vs. IVGTX (89.8M). CWGCX pays higher dividends than IVGTX: CWGCX (0.77) vs IVGTX (0.35). CWGCX was incepted earlier than IVGTX: CWGCX (25 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 : 12.18 vs. IVGTX (-27.74). CWGCX return over 5 years is better than : 51.74 vs. IVGTX (-30.71).
| CWGCX | IVGTX | CWGCX / IVGTX | |
| Total Expense Ratio | 1.49 | 1.21 | 123% |
| Annual Report Gross Expense Ratio | 1.49 | 1.24 | 120% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 20.404 | -26.162 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 89.8M | 158,129% |
| Annual Yield % from dividends | 0.77 | 0.35 | 222% |
| Returns for 1 year | 12.18 | -27.74 | -44% |
| Returns for 3 years | 60.61 | -17.87 | -339% |
| Returns for 5 years | 51.74 | -30.71 | -168% |
| Returns for 10 years | 77.84 | -21.11 | -369% |
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