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CWGCX vs IVGTX
CWGCX vs IVGTX Comparison
Open Charts CWGCX vs IVGTX
American Funds Capital World Gr&Inc C
Price$72.21
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets136.94B
VY® Morgan Stanley Global Franchise S
Price$13.82
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets266.88M
CWGCX vs IVGTX Comparison Chart in %
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CWGCX vs. IVGTX commentary
Sep 07, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. IVGTX (267M). CWGCX pays higher dividends than IVGTX: CWGCX (0.82) vs IVGTX (0.34). 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 : 12.28 vs. IVGTX (-11.62). CWGCX return over 5 years is better than : 43.30 vs. IVGTX (-16.59).
| 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 | 15.632 | -11.111 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 267M | 51,311% |
| Annual Yield % from dividends | 0.82 | 0.34 | 240% |
| Returns for 1 year | 12.28 | -11.62 | -106% |
| Returns for 3 years | 51.16 | -3.91 | -1,308% |
| Returns for 5 years | 43.30 | -16.59 | -261% |
| Returns for 10 years | 71.02 | -1.38 | -5,145% |
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