Interact to see
Advertisement
Advertisement
CWGFX vs IGFSX
CWGFX vs IGFSX Comparison
Open Charts CWGFX vs IGFSX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
VY® Morgan Stanley Global Franchise S2
Price$13.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets268.93M
CWGFX vs IGFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. IGFSX commentary
Aug 18, 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: 137B vs. IGFSX (269M). CWGFX pays higher dividends than IGFSX: CWGFX (1.42) vs IGFSX (0.21). CWGFX was incepted earlier than IGFSX: CWGFX (24 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 : 11.40 vs. IGFSX (-10.04). CWGFX return over 5 years is better than : 47.31 vs. IGFSX (-17.23).
| CWGFX | IGFSX | CWGFX / IGFSX | |
| Total Expense Ratio | 0.80 | 1.36 | 59% |
| Annual Report Gross Expense Ratio | 0.80 | 1.39 | 58% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 15.446 | -11.152 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 269M | 50,929% |
| Annual Yield % from dividends | 1.42 | 0.21 | 680% |
| Returns for 1 year | 11.40 | -10.04 | -114% |
| Returns for 3 years | 41.09 | -13.59 | -302% |
| Returns for 5 years | 47.31 | -17.23 | -275% |
| Returns for 10 years | 64.09 | -9.74 | -658% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement