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CWGCX vs IVGTX
CWGCX vs IVGTX Comparison
Open Charts CWGCX vs IVGTX
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
VY® Morgan Stanley Global Franchise S
Price$10.48
Change-$0.94 (-8.23%)
VolumeN/A
Net Assets76.34M
CWGCX vs IVGTX Comparison Chart in %
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CWGCX vs. IVGTX commentary
Feb 04, 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 Buy and IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. IVGTX (76.3M). CWGCX pays higher dividends than IVGTX: CWGCX (0.84) vs IVGTX (0.36). 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 : 15.29 vs. IVGTX (-35.84). CWGCX return over 5 years is better than : 26.77 vs. IVGTX (-40.02).
| 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 | 4.866 | -5.586 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 76.3M | 186,107% |
| Annual Yield % from dividends | 0.84 | 0.36 | 231% |
| Returns for 1 year | 15.29 | -35.84 | -43% |
| Returns for 3 years | 39.90 | -32.29 | -124% |
| Returns for 5 years | 26.77 | -40.02 | -67% |
| Returns for 10 years | 93.96 | -26.72 | -352% |
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