Interact to see
Advertisement
Advertisement
CWGFX vs IVGTX
CWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTX
American Funds Capital World Gr&Inc F1
Price$70.67
Change+$0.38 (+0.54%)
VolumeN/A
Net Assets134.85B
VY® Morgan Stanley Global Franchise S
Price$16.56
Change+$0.11 (+0.67%)
VolumeN/A
Net Assets277.02M
CWGFX vs IVGTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. IVGTX commentary
Jun 30, 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: 135B vs. IVGTX (277M). CWGFX pays higher dividends than IVGTX: CWGFX (1.49) vs IVGTX (0.49). 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 : 9.64 vs. IVGTX (1.71). CWGFX return over 5 years is better than : 56.39 vs. IVGTX (-0.38).
| 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 | 12.377 | 6.154 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 277M | 48,736% |
| Annual Yield % from dividends | 1.49 | 0.49 | 303% |
| Returns for 1 year | 9.64 | 1.71 | 565% |
| Returns for 3 years | 46.88 | 2.73 | 1,719% |
| Returns for 5 years | 56.39 | -0.38 | -14,714% |
| Returns for 10 years | 60.20 | 1.40 | 4,302% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement