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CWGFX vs IVGTX
CWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTX
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
VY® Morgan Stanley Global Franchise S
Price$15.81
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets286.65M
CWGFX vs IVGTX Comparison Chart
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CWGFX vs. IVGTX commentary
Jan 19, 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: 127B vs. IVGTX (287M). CWGFX pays higher dividends than IVGTX: CWGFX (1.64) vs IVGTX (0.45). CWGFX was incepted earlier than IVGTX: CWGFX (24 years) vs IVGTX (23 years). 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 : 10.89 vs. IVGTX (-0.47). CWGFX return over 5 years is better than : 27.58 vs. IVGTX (-9.84).
| CWGFX | IVGTX | CWGFX / IVGTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 2.051 | 1.346 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 287M | 44,251% |
| Annual Yield % from dividends | 1.64 | 0.45 | 364% |
| Returns for 1 year | 10.89 | -0.47 | -2,328% |
| Returns for 3 years | 8.51 | -15.00 | -57% |
| Returns for 5 years | 27.58 | -9.84 | -280% |
| Returns for 10 years | 47.73 | -0.12 | -40,766% |
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