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CWGFX vs IVGTX
CWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTX
American Funds Capital World Gr&Inc F1
Price$65.10
Change+$1.21 (+1.89%)
VolumeN/A
Net Assets125.4B
VY® Morgan Stanley Global Franchise S
Price$16.30
Change+$0.28 (+1.75%)
VolumeN/A
Net Assets278.68M
CWGFX vs IVGTX Comparison Chart
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CWGFX vs. IVGTX commentary
May 05, 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 IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. IVGTX (279M). CWGFX pays higher dividends than IVGTX: CWGFX (1.58) vs IVGTX (0.51). CWGFX was incepted earlier than IVGTX: CWGFX (24 years) vs IVGTX (23 years). IVGTX (1.23) 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 : 4.94 vs. IVGTX (3.72). CWGFX return over 5 years is better than : 55.18 vs. IVGTX (3.55).
| CWGFX | IVGTX | CWGFX / IVGTX | |
| Total Expense Ratio | 0.80 | 1.20 | 67% |
| Annual Report Gross Expense Ratio | 0.80 | 1.23 | 65% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 3.013 | 4.487 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 279M | 44,803% |
| Annual Yield % from dividends | 1.58 | 0.51 | 310% |
| Returns for 1 year | 4.94 | 3.72 | 133% |
| Returns for 3 years | 24.61 | -3.98 | -618% |
| Returns for 5 years | 55.18 | 3.55 | 1,553% |
| Returns for 10 years | 43.00 | -0.86 | -5,007% |
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