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CWGCX vs IVGTX
CWGCX vs IVGTX Comparison
Open Charts CWGCX vs IVGTX
American Funds Capital World Gr&Inc C
Price$73.76
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
VY® Morgan Stanley Global Franchise S
Price$10.81
Change-$0.06 (-0.55%)
VolumeN/A
Net Assets81.67M
CWGCX vs IVGTX Comparison Chart in %
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CWGCX vs. IVGTX commentary
Nov 20, 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 Hold and IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 139B vs. IVGTX (81.7M). CWGCX pays higher dividends than IVGTX: CWGCX (0.75) vs IVGTX (0.35). CWGCX was incepted earlier than IVGTX: CWGCX (25 years) vs IVGTX (24 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 : 11.34 vs. IVGTX (-30.57). CWGCX return over 5 years is better than : 37.86 vs. IVGTX (-35.42).
| 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 | 24 years | - |
| Gain YTD | 18.208 | -30.085 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 81.7M | 170,135% |
| Annual Yield % from dividends | 0.75 | 0.35 | 213% |
| Returns for 1 year | 11.34 | -30.57 | -37% |
| Returns for 3 years | 47.64 | -25.35 | -188% |
| Returns for 5 years | 37.86 | -35.42 | -107% |
| Returns for 10 years | 69.11 | -28.71 | -241% |
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