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CWGFX vs IGFSX
CWGFX vs IGFSX Comparison
Open Charts CWGFX vs IGFSX
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
VY® Morgan Stanley Global Franchise S2
Price$15.53
Change+$0.15 (+0.98%)
VolumeN/A
Net Assets268.62M
CWGFX vs IGFSX Comparison Chart
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CWGFX vs. IGFSX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 119B vs. IGFSX (269M). CWGFX pays higher dividends than IGFSX: CWGFX (1.59) vs IGFSX (0.38). CWGFX was incepted earlier than IGFSX: CWGFX (24 years) vs IGFSX (23 years). IGFSX (1.38) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. IGFSX (15.00). 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 : 1.40 vs. IGFSX (-2.45). CWGFX return over 5 years is better than : 50.88 vs. IGFSX (-1.61).
| CWGFX | IGFSX | CWGFX / IGFSX | |
| Total Expense Ratio | 0.80 | 1.35 | 59% |
| Annual Report Gross Expense Ratio | 0.80 | 1.38 | 58% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -0.389 | 0.195 | -199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 269M | 44,238% |
| Annual Yield % from dividends | 1.59 | 0.38 | 418% |
| Returns for 1 year | 1.40 | -2.45 | -57% |
| Returns for 3 years | 18.43 | -10.96 | -168% |
| Returns for 5 years | 50.88 | -1.61 | -3,158% |
| Returns for 10 years | 35.68 | -9.11 | -392% |