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CWGFX vs IGFSX
CWGFX vs IGFSX Comparison
Open Charts CWGFX vs IGFSX
American Funds Capital World Gr&Inc F1
Price$74.59
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets138.65B
VY® Morgan Stanley Global Franchise S2
Price$10.57
Change-$0.06 (-0.56%)
VolumeN/A
Net Assets81.67M
CWGFX vs IGFSX Comparison Chart in %
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CWGFX vs. IGFSX 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 CWGFX is a Hold and IGFSX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. IGFSX (81.7M). CWGFX pays higher dividends than IGFSX: CWGFX (1.32) vs IGFSX (0.22). CWGFX was incepted earlier than IGFSX: CWGFX (25 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 : 12.16 vs. IGFSX (-31.10). CWGFX return over 5 years is better than : 41.60 vs. IGFSX (-36.60).
| CWGFX | IGFSX | CWGFX / IGFSX | |
| Total Expense Ratio | 0.80 | 1.36 | 59% |
| Annual Report Gross Expense Ratio | 0.80 | 1.39 | 58% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 18.909 | -30.606 | -62% |
| 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 | 1.32 | 0.22 | 609% |
| Returns for 1 year | 12.16 | -31.10 | -39% |
| Returns for 3 years | 50.59 | -26.30 | -192% |
| Returns for 5 years | 41.60 | -36.60 | -114% |
| Returns for 10 years | 73.79 | -30.80 | -240% |
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