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FCWGX vs IVGTX
FCWGX vs IVGTX Comparison
Open Charts FCWGX vs IVGTX
American Funds Capital World Gr&Inc529F2
Price$70.85
Change+$0.39 (+0.55%)
VolumeN/A
Net Assets134.85B
VY® Morgan Stanley Global Franchise S
Price$16.56
Change+$0.11 (+0.67%)
VolumeN/A
Net Assets277.02M
FCWGX vs IVGTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 135B vs. IVGTX (277M). FCWGX pays higher dividends than IVGTX: FCWGX (1.75) vs IVGTX (0.49). FCWGX was incepted earlier than IVGTX: FCWGX (5 years) vs IVGTX (23 years). IVGTX (1.24) is less costly to investors than FCWGX (0.52). IVGTX is a more actively managed with annual turnover of: 32.00 vs. FCWGX (27.00). 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 : 9.98 vs. IVGTX (1.71).
| FCWGX | IVGTX | FCWGX / IVGTX | |
| Total Expense Ratio | 0.52 | 1.21 | 43% |
| Annual Report Gross Expense Ratio | 0.52 | 1.24 | 42% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 12.537 | 6.154 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 277M | 48,736% |
| Annual Yield % from dividends | 1.75 | 0.49 | 357% |
| Returns for 1 year | 9.98 | 1.71 | 585% |
| Returns for 3 years | 49.66 | 2.73 | 1,821% |
| Returns for 5 years | N/A | -0.38 | - |
| Returns for 10 years | N/A | 1.40 | - |
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