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CWIEX vs IGFSX
CWIEX vs IGFSX Comparison
Open Charts CWIEX vs IGFSX
American Funds Capital World Gr&Inc 529E
Price$71.10
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
VY® Morgan Stanley Global Franchise S2
Price$13.60
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets269.07M
CWIEX vs IGFSX Comparison Chart in %
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CWIEX vs. IGFSX commentary
Aug 08, 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: 135B vs. IGFSX (269M). CWIEX pays higher dividends than IGFSX: CWIEX (1.25) vs IGFSX (0.21). CWIEX was incepted earlier than IGFSX: CWIEX (23 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 : 16.09 vs. IGFSX (-7.80). CWIEX return over 5 years is better than : 48.28 vs. IGFSX (-17.46).
| CWIEX | IGFSX | CWIEX / IGFSX | |
| Total Expense Ratio | 1.00 | 1.36 | 74% |
| Annual Report Gross Expense Ratio | 1.00 | 1.39 | 72% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 13.319 | -11.347 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 269M | 50,186% |
| Annual Yield % from dividends | 1.25 | 0.21 | 597% |
| Returns for 1 year | 16.09 | -7.80 | -206% |
| Returns for 3 years | 43.06 | -11.50 | -374% |
| Returns for 5 years | 48.28 | -17.46 | -276% |
| Returns for 10 years | 75.67 | -11.65 | -649% |
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