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IVGTX vs RWIBX
IVGTX vs RWIBX Comparison
Open Charts IVGTX vs RWIBX
VY® Morgan Stanley Global Franchise S
Price$16.16
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets279.78M
American Funds Capital World Gr&Inc R2
Price$62.90
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets122.78B
IVGTX vs RWIBX Comparison Chart
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IVGTX vs. RWIBX commentary
Apr 04, 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 123B vs. IVGTX (280M). RWIBX pays higher dividends than IVGTX: RWIBX (0.92) vs IVGTX (0.51). IVGTX was incepted earlier than RWIBX: IVGTX (23 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than IVGTX (1.23). RWIBX is a more actively managed with annual turnover of: 27.00 vs. IVGTX (15.00). IVGTX has a lower initial minimum investment than RWIBX: IVGTX (0) vs RWIBX (250). RWIBX annual gain was more profitable for investors over the last year : 0.05 vs. IVGTX (-0.94). RWIBX return over 5 years is better than : 64.01 vs. IVGTX (12.77).
| IVGTX | RWIBX | IVGTX / RWIBX | |
| Total Expense Ratio | 1.20 | 1.51 | 79% |
| Annual Report Gross Expense Ratio | 1.23 | 1.51 | 81% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 3.333 | 0.679 | 491% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 123B | 0% |
| Annual Yield % from dividends | 0.51 | 0.92 | 55% |
| Returns for 1 year | -0.94 | 0.05 | -2,059% |
| Returns for 3 years | -10.83 | 10.51 | -103% |
| Returns for 5 years | 12.77 | 64.01 | 20% |
| Returns for 10 years | 0.51 | 38.23 | 1% |
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