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CWGFX vs IVGTX
CWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTX
American Funds Capital World Gr&Inc F1
Price$74.59
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets138.65B
VY® Morgan Stanley Global Franchise S
Price$10.81
Change-$0.06 (-0.55%)
VolumeN/A
Net Assets81.67M
CWGFX vs IVGTX Comparison Chart in %
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CWGFX vs. IVGTX commentary
Nov 20, 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 IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. IVGTX (81.7M). CWGFX pays higher dividends than IVGTX: CWGFX (1.32) vs IVGTX (0.35). CWGFX was incepted earlier than IVGTX: CWGFX (25 years) vs IVGTX (24 years). IVGTX (1.24) is less costly to investors than CWGFX (0.80). IVGTX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). IVGTX has a lower initial minimum investment than CWGFX: IVGTX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 12.16 vs. IVGTX (-30.57). CWGFX return over 5 years is better than : 41.60 vs. IVGTX (-35.42).
| CWGFX | IVGTX | CWGFX / IVGTX | |
| Total Expense Ratio | 0.80 | 1.21 | 66% |
| Annual Report Gross Expense Ratio | 0.80 | 1.24 | 65% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 18.909 | -30.085 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 81.7M | 170,135% |
| Annual Yield % from dividends | 1.32 | 0.35 | 374% |
| Returns for 1 year | 12.16 | -30.57 | -40% |
| Returns for 3 years | 50.59 | -25.35 | -200% |
| Returns for 5 years | 41.60 | -35.42 | -117% |
| Returns for 10 years | 73.79 | -28.71 | -257% |
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