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CWGFX vs IGFSX
CWGFX vs IGFSX Comparison
Open Charts CWGFX vs IGFSX
American Funds Capital World Gr&Inc F1
Price$73.92
Change-$1.92 (-2.53%)
VolumeN/A
Net Assets138.57B
VY® Morgan Stanley Global Franchise S2
Price$11.02
Change-$0.15 (-1.34%)
VolumeN/A
Net Assets87.22M
CWGFX vs IGFSX Comparison Chart in %
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CWGFX vs. IGFSX commentary
Oct 13, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. IGFSX (87.2M). CWGFX pays higher dividends than IGFSX: CWGFX (1.35) vs IGFSX (0.21). 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 : 9.20 vs. IGFSX (-28.52). CWGFX return over 5 years is better than : 47.24 vs. IGFSX (-34.00).
| 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 | 17.841 | -27.080 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 87.2M | 159,404% |
| Annual Yield % from dividends | 1.35 | 0.21 | 637% |
| Returns for 1 year | 9.20 | -28.52 | -32% |
| Returns for 3 years | 68.25 | -14.64 | -466% |
| Returns for 5 years | 47.24 | -34.00 | -139% |
| Returns for 10 years | 76.05 | -25.13 | -303% |
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