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IVGTX vs RWIBX
IVGTX vs RWIBX Comparison
Open Charts IVGTX vs RWIBX
VY® Morgan Stanley Global Franchise S
Price$16.32
Change-$0.15 (-0.91%)
VolumeN/A
Net Assets290.22M
American Funds Capital World Gr&Inc R2
Price$65.18
Change-$0.87 (-1.32%)
VolumeN/A
Net Assets128.43B
IVGTX vs RWIBX Comparison Chart
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IVGTX vs. RWIBX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. IVGTX (290M). RWIBX pays higher dividends than IVGTX: RWIBX (1.05) vs IVGTX (0.45). IVGTX was incepted earlier than RWIBX: IVGTX (23 years) vs RWIBX (23 years). 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 : 6.22 vs. IVGTX (-2.51). RWIBX return over 5 years is better than : 29.55 vs. IVGTX (-7.65).
| IVGTX | RWIBX | IVGTX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 4.615 | 4.205 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 128B | 0% |
| Annual Yield % from dividends | 0.45 | 1.05 | 43% |
| Returns for 1 year | -2.51 | 6.22 | -40% |
| Returns for 3 years | -8.63 | 14.72 | -59% |
| Returns for 5 years | -7.65 | 29.55 | -26% |
| Returns for 10 years | -0.68 | 40.94 | -2% |
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