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CWIFX vs IGFSX
CWIFX vs IGFSX Comparison
Open Charts CWIFX vs IGFSX
American Funds Capital World Gr&Inc 529F
Price$68.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
VY® Morgan Stanley Global Franchise S2
Price$16.39
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets281.73M
CWIFX vs IGFSX Comparison Chart
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CWIFX vs. IGFSX commentary
Jun 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 CWIFX is a Buy and IGFSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. IGFSX (282M). CWIFX pays higher dividends than IGFSX: CWIFX (1.68) vs IGFSX (0.37). 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 : 6.29 vs. IGFSX (2.21). CWIFX return over 5 years is better than : 50.95 vs. IGFSX (-3.31).
| 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 | 8.716 | 6.906 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 282M | 46,454% |
| Annual Yield % from dividends | 1.68 | 0.37 | 456% |
| Returns for 1 year | 6.29 | 2.21 | 285% |
| Returns for 3 years | 32.19 | -2.66 | -1,209% |
| Returns for 5 years | 50.95 | -3.31 | -1,541% |
| Returns for 10 years | 77.25 | -0.40 | -19,536% |
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