Ad is loading...
CWGFX vs IGFAX
CWGFX vs IGFAX Comparison
Open Charts CWGFX vs IGFAX
American Funds Capital World Gr&Inc F1
Price$63.73
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
VY® Morgan Stanley Global Franchise A
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets279.78M
CWGFX vs IGFAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. IGFAX commentary
Apr 03, 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 CWGFX is a Buy and IGFAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. IGFAX (280M). CWGFX pays higher dividends than IGFAX: CWGFX (1.59) vs IGFAX (0.26). CWGFX was incepted earlier than IGFAX: CWGFX (24 years) vs IGFAX (18 years). IGFAX (1.58) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. IGFAX (15.00). IGFAX has a lower initial minimum investment than CWGFX: IGFAX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 0.81 vs. IGFAX (-2.55). CWGFX return over 5 years is better than : 68.06 vs. IGFAX (5.72).
| CWGFX | IGFAX | CWGFX / IGFAX | |
| Total Expense Ratio | 0.80 | 1.55 | 52% |
| Annual Report Gross Expense Ratio | 0.80 | 1.58 | 51% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 0.845 | 3.212 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 280M | 43,929% |
| Annual Yield % from dividends | 1.59 | 0.26 | 606% |
| Returns for 1 year | 0.81 | -2.55 | -32% |
| Returns for 3 years | 12.38 | -14.57 | -85% |
| Returns for 5 years | 68.06 | 5.72 | 1,190% |
| Returns for 10 years | 41.91 | -10.15 | -413% |
View a ticker or compare two or three
VS
VS
Ad is loading...