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CWGCX vs IVGTX
CWGCX vs IVGTX Comparison
Open Charts CWGCX vs IVGTX
American Funds Capital World Gr&Inc C
Price$66.22
Change-$0.70 (-1.05%)
VolumeN/A
Net Assets129.86B
VY® Morgan Stanley Global Franchise S
Price$16.53
Change-$0.15 (-0.90%)
VolumeN/A
Net Assets283.68M
CWGCX vs IVGTX Comparison Chart
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CWGCX vs. IVGTX commentary
May 22, 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: 130B vs. IVGTX (284M). CWGCX pays higher dividends than IVGTX: CWGCX (0.92) vs IVGTX (0.51). 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 : 2.21 vs. IVGTX (1.51). CWGCX return over 5 years is better than : 50.78 vs. IVGTX (4.23).
| 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 | 5.679 | 6.923 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 284M | 45,775% |
| Annual Yield % from dividends | 0.92 | 0.51 | 181% |
| Returns for 1 year | 2.21 | 1.51 | 146% |
| Returns for 3 years | 29.79 | 1.98 | 1,506% |
| Returns for 5 years | 50.78 | 4.23 | 1,200% |
| Returns for 10 years | 40.73 | -1.08 | -3,777% |
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