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CWGFX vs IGFSX
CWGFX vs IGFSX Comparison
Open Charts CWGFX vs IGFSX
American Funds Capital World Gr&Inc F1
Price$71.35
Change+$0.18 (+0.25%)
VolumeN/A
Net Assets135.09B
VY® Morgan Stanley Global Franchise S2
Price$13.60
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets269.07M
CWGFX vs IGFSX Comparison Chart in %
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CWGFX vs. IGFSX commentary
Aug 08, 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 StrongBuy and IGFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. IGFSX (269M). CWGFX pays higher dividends than IGFSX: CWGFX (1.42) vs IGFSX (0.21). CWGFX was incepted earlier than IGFSX: CWGFX (24 years) vs IGFSX (23 years). IGFSX (1.39) is less costly to investors than CWGFX (0.80). IGFSX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). IGFSX has a lower initial minimum investment than CWGFX: IGFSX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 16.37 vs. IGFSX (-7.80). CWGFX return over 5 years is better than : 46.06 vs. IGFSX (-17.46).
| CWGFX | IGFSX | CWGFX / IGFSX | |
| Total Expense Ratio | 0.80 | 1.36 | 59% |
| Annual Report Gross Expense Ratio | 0.80 | 1.39 | 58% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 13.459 | -11.347 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 269M | 50,186% |
| Annual Yield % from dividends | 1.42 | 0.21 | 680% |
| Returns for 1 year | 16.37 | -7.80 | -210% |
| Returns for 3 years | 42.58 | -11.50 | -370% |
| Returns for 5 years | 46.06 | -17.46 | -264% |
| Returns for 10 years | 58.62 | -11.65 | -503% |
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