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CWIFX vs IGFSX
CWIFX vs IGFSX Comparison
Open Charts CWIFX vs IGFSX
American Funds Capital World Gr&Inc 529F
Price$73.80
Change-$1.92 (-2.54%)
VolumeN/A
Net Assets138.57B
VY® Morgan Stanley Global Franchise S2
Price$11.02
Change-$0.15 (-1.34%)
VolumeN/A
Net Assets87.22M
CWIFX vs IGFSX Comparison Chart in %
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CWIFX vs. IGFSX commentary
Oct 13, 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 Hold and IGFSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. IGFSX (87.2M). CWIFX pays higher dividends than IGFSX: CWIFX (1.53) vs IGFSX (0.21). CWIFX was incepted earlier than IGFSX: CWIFX (23 years) vs IGFSX (23 years). IGFSX (1.39) is less costly to investors than CWIFX (0.86). IGFSX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). IGFSX has a lower initial minimum investment than CWIFX: IGFSX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 9.40 vs. IGFSX (-28.52). CWIFX return over 5 years is better than : 51.91 vs. IGFSX (-34.00).
| CWIFX | IGFSX | CWIFX / IGFSX | |
| Total Expense Ratio | 0.86 | 1.36 | 63% |
| Annual Report Gross Expense Ratio | 0.86 | 1.39 | 62% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 18.029 | -27.080 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 87.2M | 159,404% |
| Annual Yield % from dividends | 1.53 | 0.21 | 720% |
| Returns for 1 year | 9.40 | -28.52 | -33% |
| Returns for 3 years | 70.21 | -14.64 | -480% |
| Returns for 5 years | 51.91 | -34.00 | -153% |
| Returns for 10 years | 102.65 | -25.13 | -409% |
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