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CWIFX vs IVGTX
CWIFX vs IVGTX Comparison
Open Charts CWIFX vs IVGTX
American Funds Capital World Gr&Inc 529F
Price$75.78
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
VY® Morgan Stanley Global Franchise S
Price$11.48
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets89.82M
CWIFX vs IVGTX Comparison Chart in %
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CWIFX vs. IVGTX commentary
Oct 06, 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 IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. IVGTX (89.8M). CWIFX pays higher dividends than IVGTX: CWIFX (1.53) vs IVGTX (0.35). 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 : 13.22 vs. IVGTX (-27.74). CWIFX return over 5 years is better than : 60.81 vs. IVGTX (-30.71).
| 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 | 21.196 | -26.162 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 89.8M | 158,129% |
| Annual Yield % from dividends | 1.53 | 0.35 | 442% |
| Returns for 1 year | 13.22 | -27.74 | -48% |
| Returns for 3 years | 65.69 | -17.87 | -368% |
| Returns for 5 years | 60.81 | -30.71 | -198% |
| Returns for 10 years | 110.35 | -21.11 | -523% |
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