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CWGFX vs IGFSX
CWGFX vs IGFSX Comparison
Open Charts CWGFX vs IGFSX
American Funds Capital World Gr&Inc F1
Price$72.57
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets136.73B
VY® Morgan Stanley Global Franchise S2
Price$13.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets267.75M
CWGFX vs IGFSX Comparison Chart in %
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CWGFX vs. IGFSX commentary
Sep 01, 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: 137B vs. IGFSX (268M). CWGFX pays higher dividends than IGFSX: CWGFX (1.39) 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 : 9.69 vs. IGFSX (-12.00). CWGFX return over 5 years is better than : 43.20 vs. IGFSX (-20.20).
| 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 | 15.399 | -11.021 | -140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 268M | 51,119% |
| Annual Yield % from dividends | 1.39 | 0.21 | 666% |
| Returns for 1 year | 9.69 | -12.00 | -81% |
| Returns for 3 years | 49.99 | -6.34 | -789% |
| Returns for 5 years | 43.20 | -20.20 | -214% |
| Returns for 10 years | 78.07 | -0.95 | -8,250% |
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