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CWIEX vs IGFAX
CWIEX vs IGFAX Comparison
Open Charts CWIEX vs IGFAX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
VY® Morgan Stanley Global Franchise A
Price$9.02
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets81.98M
CWIEX vs IGFAX Comparison Chart in %
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CWIEX vs. IGFAX 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 CWIEX is a Hold and IGFAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. IGFAX (82M). CWIEX pays higher dividends than IGFAX: CWIEX (1.15) 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 : 11.86 vs. IGFAX (-34.67). CWIEX return over 5 years is better than : 42.92 vs. IGFAX (-42.81).
| 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 | 18.591 | -34.148 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 82M | 170,732% |
| Annual Yield % from dividends | 1.15 | 0.02 | 5,930% |
| Returns for 1 year | 11.86 | -34.67 | -34% |
| Returns for 3 years | 50.41 | -31.68 | -159% |
| Returns for 5 years | 42.92 | -42.81 | -100% |
| Returns for 10 years | 91.62 | -39.42 | -232% |
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