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FCWGX vs IVGTX
FCWGX vs IVGTX Comparison
Open Charts FCWGX vs IVGTX
American Funds Capital World Gr&Inc529F2
Price$63.12
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
VY® Morgan Stanley Global Franchise S
Price$15.79
Change+$0.15 (+0.96%)
VolumeN/A
Net Assets268.62M
FCWGX vs IVGTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 119B vs. IVGTX (269M). FCWGX pays higher dividends than IVGTX: FCWGX (1.87) vs IVGTX (0.51). FCWGX was incepted earlier than IVGTX: FCWGX (4 years) vs IVGTX (23 years). IVGTX (1.23) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. IVGTX (15.00). IVGTX has a lower initial minimum investment than FCWGX: IVGTX (0) vs FCWGX (250). FCWGX annual gain was more profitable for investors over the last year : 1.70 vs. IVGTX (-2.15).
| FCWGX | IVGTX | FCWGX / IVGTX | |
| Total Expense Ratio | 0.52 | 1.20 | 43% |
| Annual Report Gross Expense Ratio | 0.52 | 1.23 | 42% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -0.300 | 0.256 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 269M | 44,238% |
| Annual Yield % from dividends | 1.87 | 0.51 | 369% |
| Returns for 1 year | 1.70 | -2.15 | -79% |
| Returns for 3 years | 21.49 | -10.21 | -210% |
| Returns for 5 years | N/A | -0.27 | - |
| Returns for 10 years | N/A | -6.84 | - |
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