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CWIFX vs IVGTX
CWIFX vs IVGTX Comparison
Open Charts CWIFX vs IVGTX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
VY® Morgan Stanley Global Franchise S
Price$13.82
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets266.88M
CWIFX vs IVGTX Comparison Chart in %
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CWIFX vs. IVGTX commentary
Sep 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 StrongBuy and IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. IVGTX (267M). CWIFX pays higher dividends than IVGTX: CWIFX (1.57) vs IVGTX (0.34). CWIFX was incepted earlier than IVGTX: CWIFX (23 years) vs IVGTX (23 years). IVGTX (1.24) is less costly to investors than CWIFX (0.86). IVGTX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). IVGTX has a lower initial minimum investment than CWIFX: IVGTX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 13.31 vs. IVGTX (-11.62). CWIFX return over 5 years is better than : 52.14 vs. IVGTX (-16.59).
| CWIFX | IVGTX | CWIFX / IVGTX | |
| Total Expense Ratio | 0.86 | 1.21 | 71% |
| Annual Report Gross Expense Ratio | 0.86 | 1.24 | 69% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 16.304 | -11.111 | -147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 267M | 51,311% |
| Annual Yield % from dividends | 1.57 | 0.34 | 461% |
| Returns for 1 year | 13.31 | -11.62 | -115% |
| Returns for 3 years | 56.25 | -3.91 | -1,438% |
| Returns for 5 years | 52.14 | -16.59 | -314% |
| Returns for 10 years | 102.66 | -1.38 | -7,437% |
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