Ad is loading...
IVGTX vs RWICX
IVGTX vs RWICX Comparison
Open Charts IVGTX vs RWICX
VY® Morgan Stanley Global Franchise S
Price$15.06
Change-$0.87 (-5.46%)
VolumeN/A
Net Assets276.04M
American Funds Capital World Gr&Inc R3
Price$57.46
Change-$3.69 (-6.03%)
VolumeN/A
Net Assets118.88B
IVGTX vs RWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVGTX vs. RWICX commentary
Apr 05, 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 119B vs. IVGTX (276M). RWICX pays higher dividends than IVGTX: RWICX (1.35) vs IVGTX (0.51). IVGTX was incepted earlier than RWICX: IVGTX (23 years) vs RWICX (23 years). IVGTX (1.23) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. IVGTX (15.00). IVGTX has a lower initial minimum investment than RWICX: IVGTX (0) vs RWICX (250). RWICX annual gain was more profitable for investors over the last year : -0.11 vs. IVGTX (-0.45). RWICX return over 5 years is better than : 66.57 vs. IVGTX (13.05).
| IVGTX | RWICX | IVGTX / RWICX | |
| Total Expense Ratio | 1.20 | 1.06 | 113% |
| Annual Report Gross Expense Ratio | 1.23 | 1.06 | 116% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 3.590 | 0.786 | 457% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 119B | 0% |
| Annual Yield % from dividends | 0.51 | 1.35 | 38% |
| Returns for 1 year | -0.45 | -0.11 | 411% |
| Returns for 3 years | -10.66 | 10.72 | -99% |
| Returns for 5 years | 13.05 | 66.57 | 20% |
| Returns for 10 years | 0.07 | 39.55 | 0% |
View a ticker or compare two or three
VS
VS
Ad is loading...