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CWGCX vs IVGTX
CWGCX vs IVGTX Comparison
Open Charts CWGCX vs IVGTX
American Funds Capital World Gr&Inc C
Price$73.10
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
VY® Morgan Stanley Global Franchise S
Price$11.19
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets82.71M
CWGCX vs IVGTX Comparison Chart in %
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CWGCX vs. IVGTX commentary
Jan 15, 2026
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 Hold and IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. IVGTX (82.7M). CWGCX pays higher dividends than IVGTX: CWGCX (0.87) 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 : 17.93 vs. IVGTX (-27.56). CWGCX return over 5 years is better than : 27.36 vs. IVGTX (-34.72).
| 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 | 3.703 | 0.811 | 457% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 82.7M | 171,705% |
| Annual Yield % from dividends | 0.87 | 0.35 | 247% |
| Returns for 1 year | 17.93 | -27.56 | -65% |
| Returns for 3 years | 40.18 | -27.05 | -149% |
| Returns for 5 years | 27.36 | -34.72 | -79% |
| Returns for 10 years | 93.22 | -19.99 | -466% |