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CWIEX vs IGFSX
CWIEX vs IGFSX Comparison
Open Charts CWIEX vs IGFSX
American Funds Capital World Gr&Inc 529E
Price$73.68
Change-$1.92 (-2.54%)
VolumeN/A
Net Assets138.57B
VY® Morgan Stanley Global Franchise S2
Price$11.02
Change-$0.15 (-1.34%)
VolumeN/A
Net Assets87.22M
CWIEX vs IGFSX Comparison Chart in %
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CWIEX vs. IGFSX commentary
Oct 13, 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 IGFSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. IGFSX (87.2M). CWIEX pays higher dividends than IGFSX: CWIEX (1.17) vs IGFSX (0.21). CWIEX was incepted earlier than IGFSX: CWIEX (24 years) vs IGFSX (23 years). IGFSX (1.39) is less costly to investors than CWIEX (1.00). IGFSX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). IGFSX has a lower initial minimum investment than CWIEX: IGFSX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 8.96 vs. IGFSX (-28.52). CWIEX return over 5 years is better than : 48.94 vs. IGFSX (-34.00).
| CWIEX | IGFSX | CWIEX / IGFSX | |
| Total Expense Ratio | 1.00 | 1.36 | 74% |
| Annual Report Gross Expense Ratio | 1.00 | 1.39 | 72% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 17.665 | -27.080 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 87.2M | 159,404% |
| Annual Yield % from dividends | 1.17 | 0.21 | 554% |
| Returns for 1 year | 8.96 | -28.52 | -31% |
| Returns for 3 years | 68.25 | -14.64 | -466% |
| Returns for 5 years | 48.94 | -34.00 | -144% |
| Returns for 10 years | 94.31 | -25.13 | -375% |
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