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CWGFX vs IVGTX
CWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
VY® Morgan Stanley Global Franchise S
Price$10.48
Change-$0.94 (-8.23%)
VolumeN/A
Net Assets76.34M
CWGFX vs IVGTX Comparison Chart in %
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CWGFX 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 CWGFX is a Buy and IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. IVGTX (76.3M). CWGFX pays higher dividends than IVGTX: CWGFX (1.41) vs IVGTX (0.36). CWGFX was incepted earlier than IVGTX: CWGFX (25 years) vs IVGTX (24 years). IVGTX (1.24) is less costly to investors than CWGFX (0.80). IVGTX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). IVGTX has a lower initial minimum investment than CWGFX: IVGTX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. IVGTX (-35.84). CWGFX return over 5 years is better than : 30.54 vs. IVGTX (-40.02).
| CWGFX | IVGTX | CWGFX / IVGTX | |
| Total Expense Ratio | 0.80 | 1.21 | 66% |
| Annual Report Gross Expense Ratio | 0.80 | 1.24 | 65% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 4.924 | -5.586 | -88% |
| 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 | 1.41 | 0.36 | 391% |
| Returns for 1 year | 16.18 | -35.84 | -45% |
| Returns for 3 years | 43.02 | -32.29 | -133% |
| Returns for 5 years | 30.54 | -40.02 | -76% |
| Returns for 10 years | 99.82 | -26.72 | -374% |
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