Interact to see
Advertisement
Advertisement
CWIAX vs IVGTX
CWIAX vs IVGTX Comparison
Open Charts CWIAX vs IVGTX
American Funds Capital World Gr&Inc 529A
Price$66.83
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
VY® Morgan Stanley Global Franchise S
Price$16.53
Change-$0.15 (-0.90%)
VolumeN/A
Net Assets283.68M
CWIAX vs IVGTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. IVGTX commentary
May 22, 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: 130B vs. IVGTX (284M). CWIAX pays higher dividends than IVGTX: CWIAX (1.61) vs IVGTX (0.51). CWIAX was incepted earlier than IVGTX: CWIAX (23 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 : 2.98 vs. IVGTX (1.51). CWIAX return over 5 years is better than : 59.19 vs. IVGTX (4.23).
| CWIAX | IVGTX | CWIAX / IVGTX | |
| Total Expense Ratio | 0.78 | 1.21 | 64% |
| Annual Report Gross Expense Ratio | 0.78 | 1.24 | 63% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 5.963 | 6.923 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 284M | 45,775% |
| Annual Yield % from dividends | 1.61 | 0.51 | 317% |
| Returns for 1 year | 2.98 | 1.51 | 197% |
| Returns for 3 years | 34.19 | 1.98 | 1,729% |
| Returns for 5 years | 59.19 | 4.23 | 1,398% |
| Returns for 10 years | 64.67 | -1.08 | -5,997% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement