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CWGFX vs IVGTX
CWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTX
American Funds Capital World Gr&Inc F1
Price$73.93
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets142.37B
VY® Morgan Stanley Global Franchise S
Price$11.19
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets82.71M
CWGFX vs IVGTX Comparison Chart in %
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CWGFX vs. IVGTX commentary
Jan 15, 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 Hold and IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. IVGTX (82.7M). CWGFX pays higher dividends than IVGTX: CWGFX (1.48) vs IVGTX (0.35). 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 : 18.84 vs. IVGTX (-27.56). CWGFX return over 5 years is better than : 31.11 vs. IVGTX (-34.72).
| 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 | 3.718 | 0.811 | 459% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 82.7M | 171,705% |
| Annual Yield % from dividends | 1.48 | 0.35 | 418% |
| Returns for 1 year | 18.84 | -27.56 | -68% |
| Returns for 3 years | 43.30 | -27.05 | -160% |
| Returns for 5 years | 31.11 | -34.72 | -90% |
| Returns for 10 years | 99.06 | -19.99 | -496% |
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