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CWIEX vs IGFAX
CWIEX vs IGFAX Comparison
Open Charts CWIEX vs IGFAX
American Funds Capital World Gr&Inc 529E
Price$75.70
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
VY® Morgan Stanley Global Franchise A
Price$9.55
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets89.82M
CWIEX vs IGFAX Comparison Chart in %
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CWIEX vs. IGFAX commentary
Oct 07, 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 Buy and IGFAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. IGFAX (89.8M). CWIEX pays higher dividends than IGFAX: CWIEX (1.17) 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 : 11.97 vs. IGFAX (-31.96). CWIEX return over 5 years is better than : 55.06 vs. IGFAX (-38.85).
| 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 | 20.891 | -30.425 | -69% |
| Front Load | N/A | 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 | 1.17 | 0.02 | 6,198% |
| Returns for 1 year | 11.97 | -31.96 | -37% |
| Returns for 3 years | 69.64 | -21.62 | -322% |
| Returns for 5 years | 55.06 | -38.85 | -142% |
| Returns for 10 years | 97.69 | -34.02 | -287% |
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