Interact to see
Advertisement
Advertisement
CWIFX vs IGFSX
CWIFX vs IGFSX Comparison
Open Charts CWIFX vs IGFSX
American Funds Capital World Gr&Inc 529F
Price$71.24
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
VY® Morgan Stanley Global Franchise S2
Price$13.60
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets269.07M
CWIFX vs IGFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. IGFSX commentary
Aug 08, 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 IGFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 135B vs. IGFSX (269M). CWIFX pays higher dividends than IGFSX: CWIFX (1.60) 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 : 16.57 vs. IGFSX (-7.80). CWIFX return over 5 years is better than : 51.26 vs. IGFSX (-17.46).
| 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 | 13.593 | -11.347 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 269M | 50,186% |
| Annual Yield % from dividends | 1.60 | 0.21 | 766% |
| Returns for 1 year | 16.57 | -7.80 | -212% |
| Returns for 3 years | 44.74 | -11.50 | -389% |
| Returns for 5 years | 51.26 | -17.46 | -294% |
| Returns for 10 years | 83.24 | -11.65 | -715% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers