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IVGTX vs RWIEX
IVGTX vs RWIEX Comparison
Open Charts IVGTX vs RWIEX
VY® Morgan Stanley Global Franchise S
Price$15.81
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets286.65M
American Funds Capital World Gr&Inc R4
Price$64.66
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
IVGTX vs RWIEX Comparison Chart
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IVGTX vs. RWIEX commentary
Jan 19, 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 127B vs. IVGTX (287M). RWIEX pays higher dividends than IVGTX: RWIEX (1.68) vs IVGTX (0.45). IVGTX was incepted earlier than RWIEX: IVGTX (23 years) vs RWIEX (23 years). IVGTX has a lower initial minimum investment than RWIEX: IVGTX (0) vs RWIEX (250). RWIEX annual gain was more profitable for investors over the last year : 10.94 vs. IVGTX (-0.47). RWIEX return over 5 years is better than : 27.76 vs. IVGTX (-9.84).
| IVGTX | RWIEX | IVGTX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 1.346 | 2.068 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 127B | 0% |
| Annual Yield % from dividends | 0.45 | 1.68 | 27% |
| Returns for 1 year | -0.47 | 10.94 | -4% |
| Returns for 3 years | -15.00 | 8.62 | -174% |
| Returns for 5 years | -9.84 | 27.76 | -35% |
| Returns for 10 years | -0.12 | 47.94 | -0% |