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CWIFX vs IVGTX
CWIFX vs IVGTX Comparison
Open Charts CWIFX vs IVGTX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
VY® Morgan Stanley Global Franchise S
Price$10.81
Change-$0.06 (-0.55%)
VolumeN/A
Net Assets81.67M
CWIFX vs IVGTX Comparison Chart in %
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CWIFX vs. IVGTX commentary
Nov 20, 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 IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. IVGTX (81.7M). CWIFX pays higher dividends than IVGTX: CWIFX (1.49) vs IVGTX (0.35). CWIFX was incepted earlier than IVGTX: CWIFX (23 years) vs IVGTX (24 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 : 12.35 vs. IVGTX (-30.57). CWIFX return over 5 years is better than : 46.07 vs. IVGTX (-35.42).
| 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 | 24 years | - |
| Gain YTD | 19.117 | -30.085 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 81.7M | 170,135% |
| Annual Yield % from dividends | 1.49 | 0.35 | 423% |
| Returns for 1 year | 12.35 | -30.57 | -40% |
| Returns for 3 years | 52.31 | -25.35 | -206% |
| Returns for 5 years | 46.07 | -35.42 | -130% |
| Returns for 10 years | 100.03 | -28.71 | -348% |
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