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CWGFX vs IGFSX
CWGFX vs IGFSX Comparison
Open Charts CWGFX vs IGFSX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
VY® Morgan Stanley Global Franchise S2
Price$13.57
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets265.67M
CWGFX vs IGFSX Comparison Chart in %
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CWGFX vs. IGFSX commentary
Sep 08, 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 Buy and IGFSX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. IGFSX (266M). CWGFX pays higher dividends than IGFSX: CWGFX (1.39) vs IGFSX (0.21). 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 : 13.11 vs. IGFSX (-11.99). CWGFX return over 5 years is better than : 46.91 vs. IGFSX (-17.82).
| 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 | 16.146 | -11.413 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 266M | 51,880% |
| Annual Yield % from dividends | 1.39 | 0.21 | 666% |
| Returns for 1 year | 13.11 | -11.99 | -109% |
| Returns for 3 years | 53.92 | -4.80 | -1,122% |
| Returns for 5 years | 46.91 | -17.82 | -263% |
| Returns for 10 years | 75.40 | -3.95 | -1,911% |
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