Ad is loading...
CWGFX vs IVGTX
CWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
VY® Morgan Stanley Global Franchise S
Price$16.32
Change-$0.15 (-0.91%)
VolumeN/A
Net Assets290.22M
CWGFX vs IVGTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. IVGTX commentary
Feb 23, 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 IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. IVGTX (290M). CWGFX pays higher dividends than IVGTX: CWGFX (1.64) vs IVGTX (0.45). CWGFX was incepted earlier than IVGTX: CWGFX (24 years) vs IVGTX (23 years). 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 : 7.04 vs. IVGTX (-2.51). CWGFX return over 5 years is better than : 32.49 vs. IVGTX (-7.65).
| CWGFX | IVGTX | CWGFX / IVGTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 4.307 | 4.615 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 290M | 44,138% |
| Annual Yield % from dividends | 1.64 | 0.45 | 364% |
| Returns for 1 year | 7.04 | -2.51 | -281% |
| Returns for 3 years | 16.46 | -8.63 | -191% |
| Returns for 5 years | 32.49 | -7.65 | -425% |
| Returns for 10 years | 44.44 | -0.68 | -6,517% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SIEPX | 12.20 | -0.05 | -0.41% |
| Saratoga International Equity I | |||
| HTSCX | 10.25 | -0.20 | -1.91% |
| Hartford Small Cap Value C | |||
| PCAQX | 82.43 | -1.70 | -2.02% |
| Principal Capital Appreciation R5 | |||
| MMOGX | 17.83 | -0.46 | -2.52% |
| MassMutual Small Cap Opps Y | |||
| VRTGX | 393.80 | -14.64 | -3.58% |
| Vanguard Russell 2000 Growth Index I | |||