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IGFSX vs RWIFX
IGFSX vs RWIFX Comparison
Open Charts IGFSX vs RWIFX
VY® Morgan Stanley Global Franchise S2
Price$16.01
Change-$0.10 (-0.62%)
VolumeN/A
Net Assets273.09M
American Funds Capital World Gr&Inc R5
Price$68.69
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets130.89B
IGFSX vs RWIFX Comparison Chart in %
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IGFSX vs. RWIFX commentary
Jun 20, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. IGFSX (273M). RWIFX pays higher dividends than IGFSX: RWIFX (1.80) vs IGFSX (0.37). IGFSX was incepted earlier than RWIFX: IGFSX (23 years) vs RWIFX (23 years). IGFSX (1.39) is less costly to investors than RWIFX (0.46). IGFSX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). 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 : 6.05 vs. IGFSX (-0.10). RWIFX return over 5 years is better than : 51.26 vs. IGFSX (-4.23).
| IGFSX | RWIFX | IGFSX / RWIFX | |
| Total Expense Ratio | 1.36 | 0.46 | 296% |
| Annual Report Gross Expense Ratio | 1.39 | 0.46 | 302% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 4.300 | 9.099 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 131B | 0% |
| Annual Yield % from dividends | 0.37 | 1.80 | 20% |
| Returns for 1 year | -0.10 | 6.05 | -2% |
| Returns for 3 years | 4.39 | 47.82 | 9% |
| Returns for 5 years | -4.23 | 51.26 | -8% |
| Returns for 10 years | -4.76 | 53.88 | -9% |