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CWGFX vs IVGTX
CWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTX
American Funds Capital World Gr&Inc F1
Price$75.91
Change+$0.35 (+0.46%)
VolumeN/A
Net Assets142.48B
VY® Morgan Stanley Global Franchise S
Price$11.48
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets89.82M
CWGFX vs IVGTX Comparison Chart in %
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CWGFX vs. IVGTX commentary
Oct 06, 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: 142B vs. IVGTX (89.8M). CWGFX pays higher dividends than IVGTX: CWGFX (1.35) vs IVGTX (0.35). CWGFX was incepted earlier than IVGTX: CWGFX (25 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 : 13.03 vs. IVGTX (-27.74). CWGFX return over 5 years is better than : 55.88 vs. IVGTX (-30.71).
| CWGFX | IVGTX | CWGFX / IVGTX | |
| Total Expense Ratio | 0.80 | 1.21 | 66% |
| Annual Report Gross Expense Ratio | 0.80 | 1.24 | 65% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 21.013 | -26.162 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 89.8M | 158,129% |
| Annual Yield % from dividends | 1.35 | 0.35 | 391% |
| Returns for 1 year | 13.03 | -27.74 | -47% |
| Returns for 3 years | 63.81 | -17.87 | -357% |
| Returns for 5 years | 55.88 | -30.71 | -182% |
| Returns for 10 years | 82.75 | -21.11 | -392% |
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