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FWGIX vs IVGTX
FWGIX vs IVGTX Comparison
Open Charts FWGIX vs IVGTX
American Funds Capital World Gr&Inc F3
Price$67.21
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
VY® Morgan Stanley Global Franchise S
Price$15.65
Change-$0.15 (-0.95%)
VolumeN/A
CapitalizationN/A
FWGIX vs IVGTX Comparison Chart
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FWGIX vs. IVGTX commentary
Nov 18, 2024
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 Sell and IVGTX is a StrongSell.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. IVGTX (294M). FWGIX pays higher dividends than IVGTX: FWGIX (1.99) vs IVGTX (0.45). FWGIX was incepted earlier than IVGTX: FWGIX (8 years) vs IVGTX (23 years). 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 : 19.52 vs. IVGTX (4.20). FWGIX return over 5 years is better than : 40.15 vs. IVGTX (-2.97).
| FWGIX | IVGTX | FWGIX / IVGTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 13.433 | -0.979 | -1,372% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 294M | 42,517% |
| Annual Yield % from dividends | 1.99 | 0.45 | 442% |
| Returns for 1 year | 19.52 | 4.20 | 465% |
| Returns for 3 years | 3.95 | -17.77 | -22% |
| Returns for 5 years | 40.15 | -2.97 | -1,353% |
| Returns for 10 years | N/A | -1.70 | - |