CWGFX
Price
$72.60
Change
+$0.06 (+0.08%)
Updated
Aug 15 closing price
Net Assets
137.49B
IVGTX
Price
$13.86
Change
-$0.00 (-0.00%)
Updated
Aug 15 closing price
Net Assets
268.92M
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CWGFX vs IVGTX

Header iconCWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTXBanner chart's image
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
VY® Morgan Stanley Global Franchise S
Price$13.86
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets268.92M
CWGFX vs IVGTX Comparison Chart in %
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CWGFX vs. IVGTX commentary
Aug 16, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. IVGTX (269M). CWGFX pays higher dividends than IVGTX: CWGFX (1.42) vs IVGTX (0.34). CWGFX was incepted earlier than IVGTX: CWGFX (24 years) vs IVGTX (23 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 : 11.40 vs. IVGTX (-9.70). CWGFX return over 5 years is better than : 47.31 vs. IVGTX (-16.00).
CWGFXIVGTXCWGFX / IVGTX
Total Expense Ratio0.801.2166%
Annual Report Gross Expense Ratio0.801.2465%
Fund Existence24 years23 years-
Gain YTD15.446-10.854-142%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B269M50,929%
Annual Yield % from dividends1.420.34417%
Returns for 1 year11.40-9.70-118%
Returns for 3 years41.09-12.79-321%
Returns for 5 years47.31-16.00-296%
Returns for 10 years64.09-7.35-872%
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