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FWGIX vs IGFSX
FWGIX vs IGFSX Comparison
Open Charts FWGIX vs IGFSX
American Funds Capital World Gr&Inc F3
Price$71.35
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
VY® Morgan Stanley Global Franchise S2
Price$13.69
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets228.88M
FWGIX vs IGFSX Comparison Chart in %
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FWGIX vs. IGFSX commentary
Jul 17, 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 Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 135B vs. IGFSX (229M). FWGIX pays higher dividends than IGFSX: FWGIX (1.77) vs IGFSX (0.37). FWGIX was incepted earlier than IGFSX: FWGIX (8 years) vs IGFSX (23 years). IGFSX (1.39) is less costly to investors than FWGIX (0.41). IGFSX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). 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 : 7.26 vs. IGFSX (-8.40). FWGIX return over 5 years is better than : 50.42 vs. IGFSX (-15.75).
| FWGIX | IGFSX | FWGIX / IGFSX | |
| Total Expense Ratio | 0.41 | 1.36 | 30% |
| Annual Report Gross Expense Ratio | 0.41 | 1.39 | 29% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 13.441 | -11.021 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 229M | 58,952% |
| Annual Yield % from dividends | 1.77 | 0.37 | 481% |
| Returns for 1 year | 7.26 | -8.40 | -86% |
| Returns for 3 years | 53.25 | -5.17 | -1,029% |
| Returns for 5 years | 50.42 | -15.75 | -320% |
| Returns for 10 years | N/A | -11.05 | - |
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