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CWGCX vs IVGTX
CWGCX vs IVGTX Comparison
Open Charts CWGCX vs IVGTX
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
VY® Morgan Stanley Global Franchise S
Price$11.07
Change-$0.06 (-0.54%)
VolumeN/A
Net Assets83.32M
CWGCX vs IVGTX Comparison Chart in %
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CWGCX vs. IVGTX commentary
Nov 14, 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: 144B vs. IVGTX (83.3M). CWGCX pays higher dividends than IVGTX: CWGCX (0.75) vs IVGTX (0.35). CWGCX was incepted earlier than IVGTX: CWGCX (25 years) vs IVGTX (24 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 : 14.15 vs. IVGTX (-29.90). CWGCX return over 5 years is better than : 43.67 vs. IVGTX (-35.11).
| 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 | 24 years | - |
| Gain YTD | 22.663 | -28.413 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 83.3M | 172,869% |
| Annual Yield % from dividends | 0.75 | 0.35 | 213% |
| Returns for 1 year | 14.15 | -29.90 | -47% |
| Returns for 3 years | 52.93 | -23.56 | -225% |
| Returns for 5 years | 43.67 | -35.11 | -124% |
| Returns for 10 years | 80.72 | -24.90 | -324% |
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