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CWGFX vs IGFSX
CWGFX vs IGFSX Comparison
Open Charts CWGFX vs IGFSX
American Funds Capital World Gr&Inc F1
Price$71.68
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
VY® Morgan Stanley Global Franchise S2
Price$10.95
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets82.62M
CWGFX vs IGFSX Comparison Chart in %
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CWGFX vs. IGFSX commentary
Dec 26, 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 CWGFX is a Hold and IGFSX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. IGFSX (82.6M). CWGFX pays higher dividends than IGFSX: CWGFX (1.31) vs IGFSX (0.22). CWGFX was incepted earlier than IGFSX: CWGFX (25 years) vs IGFSX (23 years). IGFSX (1.39) is less costly to investors than CWGFX (0.80). IGFSX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). IGFSX has a lower initial minimum investment than CWGFX: IGFSX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 12.25 vs. IGFSX (-29.66). CWGFX return over 5 years is better than : 30.86 vs. IGFSX (-36.48).
| CWGFX | IGFSX | CWGFX / IGFSX | |
| Total Expense Ratio | 0.80 | 1.36 | 59% |
| Annual Report Gross Expense Ratio | 0.80 | 1.39 | 58% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 14.270 | -28.517 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 82.6M | 171,913% |
| Annual Yield % from dividends | 1.31 | 0.22 | 604% |
| Returns for 1 year | 12.25 | -29.66 | -41% |
| Returns for 3 years | 45.89 | -24.34 | -189% |
| Returns for 5 years | 30.86 | -36.48 | -85% |
| Returns for 10 years | 74.27 | -27.34 | -272% |
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