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CWIAX vs IVGTX
CWIAX vs IVGTX Comparison
Open Charts CWIAX vs IVGTX
American Funds Capital World Gr&Inc 529A
Price$75.77
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
VY® Morgan Stanley Global Franchise S
Price$11.48
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets89.82M
CWIAX vs IVGTX Comparison Chart in %
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CWIAX 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 CWIAX is a Buy and IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. IVGTX (89.8M). CWIAX pays higher dividends than IVGTX: CWIAX (1.39) vs IVGTX (0.35). 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 : 13.05 vs. IVGTX (-27.74). CWIAX return over 5 years is better than : 59.53 vs. IVGTX (-30.71).
| 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 | 21.061 | -26.162 | -81% |
| Front Load | 4% | 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 | 1.39 | 0.35 | 402% |
| Returns for 1 year | 13.05 | -27.74 | -47% |
| Returns for 3 years | 64.94 | -17.87 | -363% |
| Returns for 5 years | 59.53 | -30.71 | -194% |
| Returns for 10 years | 106.32 | -21.11 | -504% |
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