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CWGCX vs IVGTX
CWGCX vs IVGTX Comparison
Open Charts CWGCX vs IVGTX
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets128.43B
VY® Morgan Stanley Global Franchise S
Price$16.32
Change-$0.15 (-0.91%)
VolumeN/A
Net Assets290.22M
CWGCX vs IVGTX Comparison Chart
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CWGCX vs. IVGTX commentary
Feb 23, 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: 128B vs. IVGTX (290M). 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 : 6.26 vs. IVGTX (-2.51). CWGCX return over 5 years is better than : 29.73 vs. IVGTX (-7.65).
| 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 | 4.224 | 4.615 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 290M | 44,138% |
| Annual Yield % from dividends | 1.04 | 0.45 | 232% |
| Returns for 1 year | 6.26 | -2.51 | -250% |
| Returns for 3 years | 14.81 | -8.63 | -172% |
| Returns for 5 years | 29.73 | -7.65 | -389% |
| Returns for 10 years | 41.32 | -0.68 | -6,060% |