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IGFAX vs RWIEX
IGFAX vs RWIEX Comparison
Open Charts IGFAX vs RWIEX
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 R4
Price$63.71
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
IGFAX vs RWIEX Comparison Chart
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IGFAX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 123B vs. IGFAX (280M). RWIEX pays higher dividends than IGFAX: RWIEX (1.63) vs IGFAX (0.26). IGFAX was incepted earlier than RWIEX: IGFAX (18 years) vs RWIEX (23 years). IGFAX (1.58) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. IGFAX (15.00). IGFAX has a lower initial minimum investment than RWIEX: IGFAX (0) vs RWIEX (250). RWIEX annual gain was more profitable for investors over the last year : 0.85 vs. IGFAX (-2.55). RWIEX return over 5 years is better than : 68.33 vs. IGFAX (5.72).
| IGFAX | RWIEX | IGFAX / RWIEX | |
| Total Expense Ratio | 1.55 | 0.76 | 204% |
| Annual Report Gross Expense Ratio | 1.58 | 0.76 | 208% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 3.212 | 0.869 | 370% |
| 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 | 1.63 | 16% |
| Returns for 1 year | -2.55 | 0.85 | -299% |
| Returns for 3 years | -14.57 | 12.50 | -117% |
| Returns for 5 years | 5.72 | 68.33 | 8% |
| Returns for 10 years | -10.15 | 42.13 | -24% |
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