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CWIFX vs IVGTX
CWIFX vs IVGTX Comparison
Open Charts CWIFX vs IVGTX
American Funds Capital World Gr&Inc 529F
Price$66.85
Change-$0.71 (-1.05%)
VolumeN/A
Net Assets129.86B
VY® Morgan Stanley Global Franchise S
Price$16.53
Change-$0.15 (-0.90%)
VolumeN/A
Net Assets283.68M
CWIFX vs IVGTX Comparison Chart
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CWIFX vs. IVGTX commentary
May 22, 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: 130B vs. IVGTX (284M). CWIFX pays higher dividends than IVGTX: CWIFX (1.78) vs IVGTX (0.51). 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 : 3.14 vs. IVGTX (1.51). CWIFX return over 5 years is better than : 60.50 vs. IVGTX (4.23).
| 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 | 6.019 | 6.923 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 284M | 45,775% |
| Annual Yield % from dividends | 1.78 | 0.51 | 349% |
| Returns for 1 year | 3.14 | 1.51 | 207% |
| Returns for 3 years | 34.78 | 1.98 | 1,758% |
| Returns for 5 years | 60.50 | 4.23 | 1,429% |
| Returns for 10 years | 67.95 | -1.08 | -6,301% |