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CWGFX vs IGFSX
CWGFX vs IGFSX Comparison
Open Charts CWGFX vs IGFSX
American Funds Capital World Gr&Inc F1
Price$68.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
VY® Morgan Stanley Global Franchise S2
Price$16.39
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets281.73M
CWGFX vs IGFSX Comparison Chart
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CWGFX vs. IGFSX commentary
Jun 07, 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: 131B vs. IGFSX (282M). CWGFX pays higher dividends than IGFSX: CWGFX (1.49) 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 : 6.09 vs. IGFSX (2.21). CWGFX return over 5 years is better than : 45.15 vs. IGFSX (-3.31).
| 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 | 8.614 | 6.906 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 282M | 46,454% |
| Annual Yield % from dividends | 1.49 | 0.37 | 405% |
| Returns for 1 year | 6.09 | 2.21 | 275% |
| Returns for 3 years | 29.36 | -2.66 | -1,103% |
| Returns for 5 years | 45.15 | -3.31 | -1,366% |
| Returns for 10 years | 52.08 | -0.40 | -13,172% |
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