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IGFSX vs RWIFX
IGFSX vs RWIFX Comparison
Open Charts IGFSX vs RWIFX
VY® Morgan Stanley Global Franchise S2
Price$15.53
Change+$0.15 (+0.98%)
VolumeN/A
Net Assets268.62M
American Funds Capital World Gr&Inc R5
Price$63.14
Change+$0.99 (+1.59%)
VolumeN/A
Net Assets119.48B
IGFSX vs RWIFX Comparison Chart
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IGFSX vs. RWIFX 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 IGFSX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 119B vs. IGFSX (269M). RWIFX pays higher dividends than IGFSX: RWIFX (1.93) vs IGFSX (0.38). IGFSX was incepted earlier than RWIFX: IGFSX (23 years) vs RWIFX (23 years). IGFSX (1.38) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. IGFSX (15.00). IGFSX has a lower initial minimum investment than RWIFX: IGFSX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 1.75 vs. IGFSX (-2.45). RWIFX return over 5 years is better than : 52.63 vs. IGFSX (-1.61).
| IGFSX | RWIFX | IGFSX / RWIFX | |
| Total Expense Ratio | 1.35 | 0.46 | 293% |
| Annual Report Gross Expense Ratio | 1.38 | 0.46 | 300% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 0.195 | -0.287 | -68% |
| 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 | 0.38 | 1.93 | 20% |
| Returns for 1 year | -2.45 | 1.75 | -140% |
| Returns for 3 years | -10.96 | 19.37 | -57% |
| Returns for 5 years | -1.61 | 52.63 | -3% |
| Returns for 10 years | -9.11 | 37.29 | -24% |