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CWIEX vs IVGTX
CWIEX vs IVGTX Comparison
Open Charts CWIEX vs IVGTX
American Funds Capital World Gr&Inc 529E
Price$74.32
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
VY® Morgan Stanley Global Franchise S
Price$10.81
Change-$0.06 (-0.55%)
VolumeN/A
Net Assets81.67M
CWIEX vs IVGTX Comparison Chart in %
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CWIEX vs. IVGTX 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 IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. IVGTX (81.7M). CWIEX pays higher dividends than IVGTX: CWIEX (1.15) vs IVGTX (0.35). CWIEX was incepted earlier than IVGTX: CWIEX (24 years) vs IVGTX (24 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 : 11.90 vs. IVGTX (-30.57). CWIEX return over 5 years is better than : 43.18 vs. IVGTX (-35.42).
| 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 | 24 years | - |
| Gain YTD | 18.687 | -30.085 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 81.7M | 170,135% |
| Annual Yield % from dividends | 1.15 | 0.35 | 326% |
| Returns for 1 year | 11.90 | -30.57 | -39% |
| Returns for 3 years | 50.53 | -25.35 | -199% |
| Returns for 5 years | 43.18 | -35.42 | -122% |
| Returns for 10 years | 91.78 | -28.71 | -320% |
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