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FWGIX vs IGFSX
FWGIX vs IGFSX Comparison
Open Charts FWGIX vs IGFSX
American Funds Capital World Gr&Inc F3
Price$63.10
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
VY® Morgan Stanley Global Franchise S2
Price$15.53
Change+$0.15 (+0.98%)
VolumeN/A
Net Assets268.62M
FWGIX vs IGFSX Comparison Chart
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FWGIX vs. IGFSX commentary
Apr 25, 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 FWGIX is a Buy and IGFSX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 119B vs. IGFSX (269M). FWGIX pays higher dividends than IGFSX: FWGIX (1.98) vs IGFSX (0.38). FWGIX was incepted earlier than IGFSX: FWGIX (8 years) vs IGFSX (23 years). IGFSX (1.38) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. IGFSX (15.00). IGFSX has a lower initial minimum investment than FWGIX: IGFSX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 1.81 vs. IGFSX (-2.45). FWGIX return over 5 years is better than : 52.86 vs. IGFSX (-1.61).
| FWGIX | IGFSX | FWGIX / IGFSX | |
| Total Expense Ratio | 0.41 | 1.35 | 30% |
| Annual Report Gross Expense Ratio | 0.41 | 1.38 | 30% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -0.259 | 0.195 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 269M | 44,238% |
| Annual Yield % from dividends | 1.98 | 0.38 | 519% |
| Returns for 1 year | 1.81 | -2.45 | -74% |
| Returns for 3 years | 19.50 | -10.96 | -178% |
| Returns for 5 years | 52.86 | -1.61 | -3,281% |
| Returns for 10 years | N/A | -9.11 | - |
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