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CWIEX vs IVGTX
CWIEX vs IVGTX Comparison
Open Charts CWIEX vs IVGTX
American Funds Capital World Gr&Inc 529E
Price$66.72
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
VY® Morgan Stanley Global Franchise S
Price$16.53
Change-$0.15 (-0.90%)
VolumeN/A
Net Assets283.68M
CWIEX vs IVGTX Comparison Chart
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CWIEX vs. IVGTX commentary
May 22, 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: 130B vs. IVGTX (284M). CWIEX pays higher dividends than IVGTX: CWIEX (1.38) vs IVGTX (0.51). CWIEX was incepted earlier than IVGTX: CWIEX (23 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 : 2.74 vs. IVGTX (1.51). CWIEX return over 5 years is better than : 57.34 vs. IVGTX (4.23).
| CWIEX | IVGTX | CWIEX / IVGTX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.00 | 1.24 | 81% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 5.865 | 6.923 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 284M | 45,775% |
| Annual Yield % from dividends | 1.38 | 0.51 | 272% |
| Returns for 1 year | 2.74 | 1.51 | 181% |
| Returns for 3 years | 33.25 | 1.98 | 1,681% |
| Returns for 5 years | 57.34 | 4.23 | 1,355% |
| Returns for 10 years | 61.00 | -1.08 | -5,657% |
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