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CWIFX vs IGFAX
CWIFX vs IGFAX Comparison
Open Charts CWIFX vs IGFAX
American Funds Capital World Gr&Inc 529F
Price$71.60
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets135.35B
VY® Morgan Stanley Global Franchise A
Price$11.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets269.54M
CWIFX vs IGFAX Comparison Chart in %
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CWIFX vs. IGFAX commentary
Aug 09, 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 CWIFX is a StrongBuy and IGFAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 135B vs. IGFAX (270M). CWIFX pays higher dividends than IGFAX: CWIFX (1.60) vs IGFAX (0.02). CWIFX was incepted earlier than IGFAX: CWIFX (23 years) vs IGFAX (19 years). IGFAX (1.59) is less costly to investors than CWIFX (0.86). IGFAX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). IGFAX has a lower initial minimum investment than CWIFX: IGFAX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 14.51 vs. IGFAX (-10.73). CWIFX return over 5 years is better than : 52.03 vs. IGFAX (-22.69).
| CWIFX | IGFAX | CWIFX / IGFAX | |
| Total Expense Ratio | 0.86 | 1.56 | 55% |
| Annual Report Gross Expense Ratio | 0.86 | 1.59 | 54% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 14.167 | -13.269 | -107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 270M | 50,000% |
| Annual Yield % from dividends | 1.60 | 0.02 | 8,565% |
| Returns for 1 year | 14.51 | -10.73 | -135% |
| Returns for 3 years | 46.29 | -15.07 | -307% |
| Returns for 5 years | 52.03 | -22.69 | -229% |
| Returns for 10 years | 86.00 | -19.13 | -449% |
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