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FWGIX vs IVGTX
FWGIX vs IVGTX Comparison
Open Charts FWGIX vs IVGTX
American Funds Capital World Gr&Inc F3
Price$70.82
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
FWGIX vs IVGTX Comparison Chart in %
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FWGIX vs. IVGTX commentary
Jun 30, 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 StrongBuy and IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 135B vs. IVGTX (277M). FWGIX pays higher dividends than IVGTX: FWGIX (1.85) vs IVGTX (0.49). FWGIX was incepted earlier than IVGTX: FWGIX (8 years) vs IVGTX (23 years). IVGTX (1.24) is less costly to investors than FWGIX (0.41). IVGTX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). 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 : 10.08 vs. IVGTX (1.71). FWGIX return over 5 years is better than : 58.58 vs. IVGTX (-0.38).
| FWGIX | IVGTX | FWGIX / IVGTX | |
| Total Expense Ratio | 0.41 | 1.21 | 34% |
| Annual Report Gross Expense Ratio | 0.41 | 1.24 | 33% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 12.598 | 6.154 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 277M | 48,736% |
| Annual Yield % from dividends | 1.85 | 0.49 | 377% |
| Returns for 1 year | 10.08 | 1.71 | 591% |
| Returns for 3 years | 48.36 | 2.73 | 1,774% |
| Returns for 5 years | 58.58 | -0.38 | -15,285% |
| Returns for 10 years | N/A | 1.40 | - |
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