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CWIEX vs IVGTX
CWIEX vs IVGTX Comparison
Open Charts CWIEX vs IVGTX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
VY® Morgan Stanley Global Franchise S
Price$13.82
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets266.88M
CWIEX vs IVGTX Comparison Chart in %
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CWIEX vs. IVGTX commentary
Sep 07, 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 IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. IVGTX (267M). CWIEX pays higher dividends than IVGTX: CWIEX (1.22) vs IVGTX (0.34). 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 : 12.87 vs. IVGTX (-11.62). CWIEX return over 5 years is better than : 49.15 vs. IVGTX (-16.59).
| 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 | 15.997 | -11.111 | -144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 267M | 51,311% |
| Annual Yield % from dividends | 1.22 | 0.34 | 359% |
| Returns for 1 year | 12.87 | -11.62 | -111% |
| Returns for 3 years | 54.44 | -3.91 | -1,391% |
| Returns for 5 years | 49.15 | -16.59 | -296% |
| Returns for 10 years | 94.28 | -1.38 | -6,829% |