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IVGTX vs RWBEX
IVGTX vs RWBEX Comparison
Open Charts IVGTX vs RWBEX
VY® Morgan Stanley Global Franchise S
Price$15.79
Change+$0.15 (+0.96%)
VolumeN/A
Net Assets268.62M
American Funds Capital World Gr&Inc R2E
Price$62.83
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
IVGTX vs RWBEX Comparison Chart
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IVGTX vs. RWBEX 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 IVGTX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 119B vs. IVGTX (269M). RWBEX pays higher dividends than IVGTX: RWBEX (1.19) vs IVGTX (0.51). IVGTX was incepted earlier than RWBEX: IVGTX (23 years) vs RWBEX (11 years). IVGTX (1.23) and RWBEX (1.21) have similar cost to investors . RWBEX is a more actively managed with annual turnover of: 27.00 vs. IVGTX (15.00). 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 : 0.99 vs. IVGTX (-2.15). RWBEX return over 5 years is better than : 48.85 vs. IVGTX (-0.27).
| IVGTX | RWBEX | IVGTX / RWBEX | |
| Total Expense Ratio | 1.20 | 1.21 | 99% |
| Annual Report Gross Expense Ratio | 1.23 | 1.21 | 102% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 0.256 | -0.507 | -51% |
| 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 | 0.51 | 1.19 | 43% |
| Returns for 1 year | -2.15 | 0.99 | -218% |
| Returns for 3 years | -10.21 | 17.35 | -59% |
| Returns for 5 years | -0.27 | 48.85 | -1% |
| Returns for 10 years | -6.84 | 33.56 | -20% |