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CWGFX vs IGFSX
CWGFX vs IGFSX Comparison
Open Charts CWGFX vs IGFSX
American Funds Capital World Gr&Inc F1
Price$71.19
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
VY® Morgan Stanley Global Franchise S2
Price$13.69
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets228.88M
CWGFX vs IGFSX Comparison Chart in %
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CWGFX vs. IGFSX commentary
Jul 17, 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 IGFSX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. IGFSX (229M). CWGFX pays higher dividends than IGFSX: CWGFX (1.42) vs IGFSX (0.37). 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 : 6.83 vs. IGFSX (-8.40). CWGFX return over 5 years is better than : 48.34 vs. IGFSX (-15.75).
| 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 | 13.204 | -11.021 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 229M | 58,952% |
| Annual Yield % from dividends | 1.42 | 0.37 | 386% |
| Returns for 1 year | 6.83 | -8.40 | -81% |
| Returns for 3 years | 51.70 | -5.17 | -999% |
| Returns for 5 years | 48.34 | -15.75 | -307% |
| Returns for 10 years | 57.34 | -11.05 | -519% |
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