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CWIAX vs IVGTX
CWIAX vs IVGTX Comparison
Open Charts CWIAX vs IVGTX
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
VY® Morgan Stanley Global Franchise S
Price$13.82
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets266.88M
CWIAX vs IVGTX Comparison Chart in %
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CWIAX vs. IVGTX commentary
Sep 07, 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 CWIAX is a StrongBuy and IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. IVGTX (267M). CWIAX pays higher dividends than IVGTX: CWIAX (1.43) vs IVGTX (0.34). CWIAX was incepted earlier than IVGTX: CWIAX (24 years) vs IVGTX (23 years). IVGTX (1.24) is less costly to investors than CWIAX (0.78). IVGTX is a more actively managed with annual turnover of: 32.00 vs. CWIAX (27.00). IVGTX has a lower initial minimum investment than CWIAX: IVGTX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 13.15 vs. IVGTX (-11.62). CWIAX return over 5 years is better than : 50.93 vs. IVGTX (-16.59).
| CWIAX | IVGTX | CWIAX / IVGTX | |
| Total Expense Ratio | 0.78 | 1.21 | 64% |
| Annual Report Gross Expense Ratio | 0.78 | 1.24 | 63% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 16.202 | -11.111 | -146% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 267M | 51,311% |
| Annual Yield % from dividends | 1.43 | 0.34 | 420% |
| Returns for 1 year | 13.15 | -11.62 | -113% |
| Returns for 3 years | 55.56 | -3.91 | -1,420% |
| Returns for 5 years | 50.93 | -16.59 | -307% |
| Returns for 10 years | 98.76 | -1.38 | -7,154% |
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