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CWGFX vs IVGTX
CWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
VY® Morgan Stanley Global Franchise S
Price$13.82
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets266.88M
CWGFX vs IVGTX Comparison Chart in %
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CWGFX vs. IVGTX commentary
Sep 07, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. IVGTX (267M). CWGFX pays higher dividends than IVGTX: CWGFX (1.39) 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 : 13.11 vs. IVGTX (-11.62). CWGFX return over 5 years is better than : 46.91 vs. IVGTX (-16.59).
| CWGFX | IVGTX | CWGFX / IVGTX | |
| Total Expense Ratio | 0.80 | 1.21 | 66% |
| Annual Report Gross Expense Ratio | 0.80 | 1.24 | 65% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 16.146 | -11.111 | -145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 267M | 51,311% |
| Annual Yield % from dividends | 1.39 | 0.34 | 409% |
| Returns for 1 year | 13.11 | -11.62 | -113% |
| Returns for 3 years | 53.92 | -3.91 | -1,378% |
| Returns for 5 years | 46.91 | -16.59 | -283% |
| Returns for 10 years | 75.40 | -1.38 | -5,462% |
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