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IGFAX vs RWBEX
IGFAX vs RWBEX Comparison
Open Charts IGFAX vs RWBEX
VY® Morgan Stanley Global Franchise A
Price$13.85
Change+$0.13 (+0.95%)
VolumeN/A
Net Assets268.62M
American Funds Capital World Gr&Inc R2E
Price$62.83
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
IGFAX vs RWBEX Comparison Chart
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IGFAX vs. RWBEX 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 IGFAX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 119B vs. IGFAX (269M). RWBEX pays higher dividends than IGFAX: RWBEX (1.19) vs IGFAX (0.26). IGFAX was incepted earlier than RWBEX: IGFAX (18 years) vs RWBEX (11 years). IGFAX (1.58) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. IGFAX (15.00). IGFAX has a lower initial minimum investment than RWBEX: IGFAX (0) vs RWBEX (250). RWBEX annual gain was more profitable for investors over the last year : 0.99 vs. IGFAX (-3.65). RWBEX return over 5 years is better than : 48.85 vs. IGFAX (-6.49).
| IGFAX | RWBEX | IGFAX / RWBEX | |
| Total Expense Ratio | 1.55 | 1.21 | 128% |
| Annual Report Gross Expense Ratio | 1.58 | 1.21 | 131% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 0.146 | -0.507 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 119B | 0% |
| Annual Yield % from dividends | 0.26 | 1.19 | 22% |
| Returns for 1 year | -3.65 | 0.99 | -370% |
| Returns for 3 years | -13.91 | 17.35 | -80% |
| Returns for 5 years | -6.49 | 48.85 | -13% |
| Returns for 10 years | -16.67 | 33.56 | -50% |
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