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IVGTX vs RWBEX
IVGTX vs RWBEX Comparison
Open Charts IVGTX vs RWBEX
VY® Morgan Stanley Global Franchise S
Price$16.56
Change+$0.11 (+0.67%)
VolumeN/A
Net Assets277.02M
American Funds Capital World Gr&Inc R2E
Price$70.55
Change+$0.38 (+0.54%)
VolumeN/A
Net Assets134.85B
IVGTX vs RWBEX Comparison Chart in %
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IVGTX vs. RWBEX commentary
Jun 30, 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 IVGTX is a Buy and RWBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 135B vs. IVGTX (277M). RWBEX pays higher dividends than IVGTX: RWBEX (1.11) vs IVGTX (0.49). IVGTX was incepted earlier than RWBEX: IVGTX (23 years) vs RWBEX (11 years). IVGTX (1.24) and RWBEX (1.21) have similar cost to investors . IVGTX is a more actively managed with annual turnover of: 32.00 vs. RWBEX (27.00). IVGTX has a lower initial minimum investment than RWBEX: IVGTX (0) vs RWBEX (250). RWBEX annual gain was more profitable for investors over the last year : 9.19 vs. IVGTX (1.71). RWBEX return over 5 years is better than : 54.13 vs. IVGTX (-0.38).
| IVGTX | RWBEX | IVGTX / RWBEX | |
| Total Expense Ratio | 1.21 | 1.21 | 100% |
| Annual Report Gross Expense Ratio | 1.24 | 1.21 | 102% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 6.154 | 12.162 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 135B | 0% |
| Annual Yield % from dividends | 0.49 | 1.11 | 44% |
| Returns for 1 year | 1.71 | 9.19 | 19% |
| Returns for 3 years | 2.73 | 45.35 | 6% |
| Returns for 5 years | -0.38 | 54.13 | -1% |
| Returns for 10 years | 1.40 | 57.55 | 2% |
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