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IVGTX vs RWIEX
IVGTX vs RWIEX Comparison
Open Charts IVGTX vs RWIEX
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 R4
Price$61.48
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
IVGTX vs RWIEX Comparison Chart
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IVGTX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 123B vs. IVGTX (280M). RWIEX pays higher dividends than IVGTX: RWIEX (1.63) vs IVGTX (0.51). IVGTX was incepted earlier than RWIEX: IVGTX (23 years) vs RWIEX (23 years). IVGTX (1.23) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. IVGTX (15.00). 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 : 0.85 vs. IVGTX (-0.94). RWIEX return over 5 years is better than : 68.33 vs. IVGTX (12.77).
| IVGTX | RWIEX | IVGTX / RWIEX | |
| Total Expense Ratio | 1.20 | 0.76 | 158% |
| Annual Report Gross Expense Ratio | 1.23 | 0.76 | 162% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 3.333 | 0.869 | 384% |
| 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 | 1.63 | 31% |
| Returns for 1 year | -0.94 | 0.85 | -110% |
| Returns for 3 years | -10.83 | 12.50 | -87% |
| Returns for 5 years | 12.77 | 68.33 | 19% |
| Returns for 10 years | 0.51 | 42.13 | 1% |
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