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FWGIX vs IVGTX
FWGIX vs IVGTX Comparison
Open Charts FWGIX vs IVGTX
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 S
Price$15.79
Change+$0.15 (+0.96%)
VolumeN/A
Net Assets268.62M
FWGIX vs IVGTX Comparison Chart
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FWGIX vs. IVGTX 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 IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 119B vs. IVGTX (269M). FWGIX pays higher dividends than IVGTX: FWGIX (1.98) vs IVGTX (0.51). FWGIX was incepted earlier than IVGTX: FWGIX (8 years) vs IVGTX (23 years). IVGTX (1.23) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. IVGTX (15.00). IVGTX has a lower initial minimum investment than FWGIX: IVGTX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 1.81 vs. IVGTX (-2.15). FWGIX return over 5 years is better than : 52.86 vs. IVGTX (-0.27).
| FWGIX | IVGTX | FWGIX / IVGTX | |
| Total Expense Ratio | 0.41 | 1.20 | 34% |
| Annual Report Gross Expense Ratio | 0.41 | 1.23 | 33% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -0.259 | 0.256 | -101% |
| 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 | 0.51 | 389% |
| Returns for 1 year | 1.81 | -2.15 | -84% |
| Returns for 3 years | 19.50 | -10.21 | -191% |
| Returns for 5 years | 52.86 | -0.27 | -19,561% |
| Returns for 10 years | N/A | -6.84 | - |