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CWIEX vs IGFAX
CWIEX vs IGFAX Comparison
Open Charts CWIEX vs IGFAX
American Funds Capital World Gr&Inc 529E
Price$74.65
Change+$0.28 (+0.38%)
VolumeN/A
Net Assets140.42B
VY® Morgan Stanley Global Franchise A
Price$9.58
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets262.96M
CWIEX vs IGFAX Comparison Chart in %
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CWIEX vs. IGFAX commentary
Sep 17, 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 CWIEX is a StrongBuy and IGFAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. IGFAX (263M). CWIEX pays higher dividends than IGFAX: CWIEX (1.22) vs IGFAX (0.02). CWIEX was incepted earlier than IGFAX: CWIEX (24 years) vs IGFAX (19 years). IGFAX (1.59) is less costly to investors than CWIEX (1.00). IGFAX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). IGFAX has a lower initial minimum investment than CWIEX: IGFAX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 12.97 vs. IGFAX (-31.49). CWIEX return over 5 years is better than : 51.66 vs. IGFAX (-38.38).
| CWIEX | IGFAX | CWIEX / IGFAX | |
| Total Expense Ratio | 1.00 | 1.56 | 64% |
| Annual Report Gross Expense Ratio | 1.00 | 1.59 | 63% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 18.531 | -29.841 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 263M | 53,232% |
| Annual Yield % from dividends | 1.22 | 0.02 | 6,535% |
| Returns for 1 year | 12.97 | -31.49 | -41% |
| Returns for 3 years | 58.23 | -25.70 | -227% |
| Returns for 5 years | 51.66 | -38.38 | -135% |
| Returns for 10 years | 99.10 | -30.26 | -327% |
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