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CWIEX vs IGFSX
CWIEX vs IGFSX Comparison
Open Charts CWIEX vs IGFSX
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 S2
Price$10.63
Change-$0.04 (-0.37%)
VolumeN/A
Net Assets81.98M
CWIEX vs IGFSX Comparison Chart in %
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CWIEX vs. IGFSX 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 IGFSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. IGFSX (82M). CWIEX pays higher dividends than IGFSX: CWIEX (1.15) vs IGFSX (0.22). 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 : 11.86 vs. IGFSX (-31.14). CWIEX return over 5 years is better than : 42.92 vs. IGFSX (-37.04).
| 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 | 18.591 | -30.606 | -61% |
| 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 | 0.22 | 530% |
| Returns for 1 year | 11.86 | -31.14 | -38% |
| Returns for 3 years | 50.41 | -26.30 | -192% |
| Returns for 5 years | 42.92 | -37.04 | -116% |
| Returns for 10 years | 91.62 | -30.80 | -297% |
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