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CWGCX vs IVGTX
CWGCX vs IVGTX Comparison
Open Charts CWGCX vs IVGTX
American Funds Capital World Gr&Inc C
Price$75.22
Change+$0.78 (+1.05%)
VolumeN/A
Net Assets140.77B
VY® Morgan Stanley Global Franchise S
Price$11.39
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets87.12M
CWGCX vs IVGTX Comparison Chart in %
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CWGCX vs. IVGTX commentary
Oct 21, 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 CWGCX is a StrongBuy and IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. IVGTX (87.1M). CWGCX pays higher dividends than IVGTX: CWGCX (0.77) vs IVGTX (0.35). CWGCX was incepted earlier than IVGTX: CWGCX (25 years) vs IVGTX (23 years). CWGCX (1.49) is less costly to investors than IVGTX (1.24). IVGTX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). IVGTX has a lower initial minimum investment than CWGCX: IVGTX (0) vs CWGCX (250). CWGCX annual gain was more profitable for investors over the last year : 9.93 vs. IVGTX (-29.28). CWGCX return over 5 years is better than : 46.50 vs. IVGTX (-33.28).
| CWGCX | IVGTX | CWGCX / IVGTX | |
| Total Expense Ratio | 1.49 | 1.21 | 123% |
| Annual Report Gross Expense Ratio | 1.49 | 1.24 | 120% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 19.298 | -27.191 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 87.1M | 161,883% |
| Annual Yield % from dividends | 0.77 | 0.35 | 222% |
| Returns for 1 year | 9.93 | -29.28 | -34% |
| Returns for 3 years | 63.56 | -17.15 | -371% |
| Returns for 5 years | 46.50 | -33.28 | -140% |
| Returns for 10 years | 72.19 | -24.98 | -289% |