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IGFAX vs RWIAX
IGFAX vs RWIAX Comparison
Open Charts IGFAX vs RWIAX
VY® Morgan Stanley Global Franchise A
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets279.78M
American Funds Capital World Gr&Inc R1
Price$63.15
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets122.78B
IGFAX vs RWIAX Comparison Chart
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IGFAX vs. RWIAX commentary
Apr 03, 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 RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 123B vs. IGFAX (280M). RWIAX pays higher dividends than IGFAX: RWIAX (0.91) vs IGFAX (0.26). IGFAX was incepted earlier than RWIAX: IGFAX (18 years) vs RWIAX (23 years). IGFAX (1.58) and RWIAX (1.51) have similar cost to investors . RWIAX is a more actively managed with annual turnover of: 27.00 vs. IGFAX (15.00). IGFAX has a lower initial minimum investment than RWIAX: IGFAX (0) vs RWIAX (250). RWIAX annual gain was more profitable for investors over the last year : 0.06 vs. IGFAX (-2.55). RWIAX return over 5 years is better than : 64.09 vs. IGFAX (5.72).
| IGFAX | RWIAX | IGFAX / RWIAX | |
| Total Expense Ratio | 1.55 | 1.51 | 103% |
| Annual Report Gross Expense Ratio | 1.58 | 1.51 | 105% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 3.212 | 0.678 | 473% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 123B | 0% |
| Annual Yield % from dividends | 0.26 | 0.91 | 29% |
| Returns for 1 year | -2.55 | 0.06 | -4,316% |
| Returns for 3 years | -14.57 | 10.54 | -138% |
| Returns for 5 years | 5.72 | 64.09 | 9% |
| Returns for 10 years | -10.15 | 38.43 | -26% |