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CWGFX vs IVGTX
CWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTX
American Funds Capital World Gr&Inc F1
Price$63.73
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
VY® Morgan Stanley Global Franchise S
Price$16.16
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets279.78M
CWGFX vs IVGTX Comparison Chart
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CWGFX vs. IVGTX commentary
Apr 04, 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: 123B vs. IVGTX (280M). CWGFX pays higher dividends than IVGTX: CWGFX (1.59) 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). CWGFX is a more actively managed with annual turnover of: 27.00 vs. IVGTX (15.00). 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 : 0.81 vs. IVGTX (-0.94). CWGFX return over 5 years is better than : 68.06 vs. IVGTX (12.77).
| 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 | 0.845 | 3.333 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 280M | 43,929% |
| Annual Yield % from dividends | 1.59 | 0.51 | 313% |
| Returns for 1 year | 0.81 | -0.94 | -87% |
| Returns for 3 years | 12.38 | -10.83 | -114% |
| Returns for 5 years | 68.06 | 12.77 | 533% |
| Returns for 10 years | 41.91 | 0.51 | 8,283% |
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