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CWGFX vs IGFSX
CWGFX vs IGFSX Comparison
Open Charts CWGFX vs IGFSX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
VY® Morgan Stanley Global Franchise S2
Price$15.67
Change-$0.22 (-1.38%)
VolumeN/A
Net Assets280.11M
CWGFX vs IGFSX Comparison Chart
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CWGFX vs. IGFSX commentary
Apr 04, 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: 123B vs. IGFSX (280M). 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 : 0.19 vs. IGFSX (-1.22). CWGFX return over 5 years is better than : 68.06 vs. IGFSX (11.35).
| 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 | 0.845 | 3.322 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 280M | 43,929% |
| Annual Yield % from dividends | 1.59 | 0.38 | 418% |
| Returns for 1 year | 0.19 | -1.22 | -16% |
| Returns for 3 years | 11.40 | -11.57 | -98% |
| Returns for 5 years | 68.06 | 11.35 | 600% |
| Returns for 10 years | 40.90 | -1.91 | -2,141% |
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