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IGFAX vs RWIBX
IGFAX vs RWIBX Comparison
Open Charts IGFAX vs RWIBX
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 R2
Price$62.90
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets122.78B
IGFAX vs RWIBX Comparison Chart
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IGFAX vs. RWIBX 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 123B vs. IGFAX (280M). RWIBX pays higher dividends than IGFAX: RWIBX (0.92) vs IGFAX (0.26). IGFAX was incepted earlier than RWIBX: IGFAX (18 years) vs RWIBX (23 years). IGFAX (1.58) and RWIBX (1.51) have similar cost to investors . RWIBX is a more actively managed with annual turnover of: 27.00 vs. IGFAX (15.00). IGFAX has a lower initial minimum investment than RWIBX: IGFAX (0) vs RWIBX (250). RWIBX annual gain was more profitable for investors over the last year : 0.05 vs. IGFAX (-2.55). RWIBX return over 5 years is better than : 64.01 vs. IGFAX (5.72).
| IGFAX | RWIBX | IGFAX / RWIBX | |
| 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 | 0.679 | 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 | 0.92 | 29% |
| Returns for 1 year | -2.55 | 0.05 | -5,610% |
| Returns for 3 years | -14.57 | 10.51 | -139% |
| Returns for 5 years | 5.72 | 64.01 | 9% |
| Returns for 10 years | -10.15 | 38.23 | -27% |
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