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CWIEX vs IVGTX
CWIEX vs IVGTX Comparison
Open Charts CWIEX vs IVGTX
American Funds Capital World Gr&Inc 529E
Price$75.66
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
VY® Morgan Stanley Global Franchise S
Price$11.48
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets89.82M
CWIEX vs IVGTX Comparison Chart in %
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CWIEX vs. IVGTX commentary
Oct 06, 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 IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. IVGTX (89.8M). CWIEX pays higher dividends than IVGTX: CWIEX (1.17) vs IVGTX (0.35). CWIEX was incepted earlier than IVGTX: CWIEX (24 years) vs IVGTX (23 years). IVGTX (1.24) is less costly to investors than CWIEX (1.00). IVGTX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). IVGTX has a lower initial minimum investment than CWIEX: IVGTX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 12.76 vs. IVGTX (-27.74). CWIEX return over 5 years is better than : 57.65 vs. IVGTX (-30.71).
| CWIEX | IVGTX | CWIEX / IVGTX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.00 | 1.24 | 81% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 20.827 | -26.162 | -80% |
| 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 | 0.35 | 340% |
| Returns for 1 year | 12.76 | -27.74 | -46% |
| Returns for 3 years | 63.77 | -17.87 | -357% |
| Returns for 5 years | 57.65 | -30.71 | -188% |
| Returns for 10 years | 101.66 | -21.11 | -482% |
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