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CWIEX vs IGFSX
CWIEX vs IGFSX Comparison
Open Charts CWIEX vs IGFSX
American Funds Capital World Gr&Inc 529E
Price$72.32
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets136.73B
VY® Morgan Stanley Global Franchise S2
Price$13.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets267.75M
CWIEX vs IGFSX Comparison Chart in %
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CWIEX vs. IGFSX commentary
Sep 01, 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 IGFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. IGFSX (268M). CWIEX pays higher dividends than IGFSX: CWIEX (1.22) 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 : 9.46 vs. IGFSX (-12.00). CWIEX return over 5 years is better than : 45.39 vs. IGFSX (-20.20).
| 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 | 15.264 | -11.021 | -138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 268M | 51,119% |
| Annual Yield % from dividends | 1.22 | 0.21 | 584% |
| Returns for 1 year | 9.46 | -12.00 | -79% |
| Returns for 3 years | 50.51 | -6.34 | -797% |
| Returns for 5 years | 45.39 | -20.20 | -225% |
| Returns for 10 years | 97.26 | -0.95 | -10,279% |
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