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IGFSX vs RWIBX
IGFSX vs RWIBX Comparison
Open Charts IGFSX vs RWIBX
VY® Morgan Stanley Global Franchise S2
Price$14.82
Change-$0.85 (-5.42%)
VolumeN/A
Net Assets260.95M
American Funds Capital World Gr&Inc R2
Price$57.04
Change-$3.66 (-6.03%)
VolumeN/A
Net Assets111.7B
IGFSX vs RWIBX Comparison Chart
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IGFSX vs. RWIBX commentary
Apr 08, 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 IGFSX is a Hold and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 112B vs. IGFSX (261M). RWIBX pays higher dividends than IGFSX: RWIBX (0.92) vs IGFSX (0.38). IGFSX was incepted earlier than RWIBX: IGFSX (23 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than IGFSX (1.38). RWIBX is a more actively managed with annual turnover of: 27.00 vs. IGFSX (15.00). IGFSX has a lower initial minimum investment than RWIBX: IGFSX (0) vs RWIBX (250). IGFSX annual gain was more profitable for investors over the last year : -6.65 vs. RWIBX (-8.82). RWIBX return over 5 years is better than : 48.73 vs. IGFSX (4.05).
| IGFSX | RWIBX | IGFSX / RWIBX | |
| Total Expense Ratio | 1.35 | 1.51 | 89% |
| Annual Report Gross Expense Ratio | 1.38 | 1.51 | 91% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -3.453 | -8.700 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 112B | 0% |
| Annual Yield % from dividends | 0.38 | 0.92 | 42% |
| Returns for 1 year | -6.65 | -8.82 | 75% |
| Returns for 3 years | -17.10 | 0.79 | -2,167% |
| Returns for 5 years | 4.05 | 48.73 | 8% |
| Returns for 10 years | -9.28 | 24.32 | -38% |
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