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CWIAX vs IVGTX
CWIAX vs IVGTX Comparison
Open Charts CWIAX vs IVGTX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
VY® Morgan Stanley Global Franchise S
Price$10.81
Change-$0.06 (-0.55%)
VolumeN/A
Net Assets81.67M
CWIAX vs IVGTX Comparison Chart in %
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CWIAX vs. IVGTX commentary
Nov 20, 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 Hold and IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. IVGTX (81.7M). CWIAX pays higher dividends than IVGTX: CWIAX (1.36) vs IVGTX (0.35). CWIAX was incepted earlier than IVGTX: CWIAX (24 years) vs IVGTX (24 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 : 12.18 vs. IVGTX (-30.57). CWIAX return over 5 years is better than : 44.89 vs. IVGTX (-35.42).
| 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 | 24 years | - |
| Gain YTD | 18.952 | -30.085 | -63% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 81.7M | 170,135% |
| Annual Yield % from dividends | 1.36 | 0.35 | 385% |
| Returns for 1 year | 12.18 | -30.57 | -40% |
| Returns for 3 years | 51.61 | -25.35 | -204% |
| Returns for 5 years | 44.89 | -35.42 | -127% |
| Returns for 10 years | 96.19 | -28.71 | -335% |
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