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CWGFX vs IVGTX
CWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTX
American Funds Capital World Gr&Inc F1
Price$72.30
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
VY® Morgan Stanley Global Franchise S
Price$14.08
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets275.76M
CWGFX vs IVGTX Comparison Chart in %
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CWGFX vs. IVGTX commentary
Jul 27, 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 IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. IVGTX (276M). CWGFX pays higher dividends than IVGTX: CWGFX (1.42) vs IVGTX (0.49). CWGFX was incepted earlier than IVGTX: CWGFX (24 years) vs IVGTX (23 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 : 13.72 vs. IVGTX (-6.13). CWGFX return over 5 years is better than : 50.98 vs. IVGTX (-13.90).
| CWGFX | IVGTX | CWGFX / IVGTX | |
| Total Expense Ratio | 0.80 | 1.21 | 66% |
| Annual Report Gross Expense Ratio | 0.80 | 1.24 | 65% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 14.969 | -9.439 | -159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 276M | 49,638% |
| Annual Yield % from dividends | 1.42 | 0.49 | 290% |
| Returns for 1 year | 13.72 | -6.13 | -224% |
| Returns for 3 years | 50.80 | -5.29 | -961% |
| Returns for 5 years | 50.98 | -13.90 | -367% |
| Returns for 10 years | 62.85 | -6.58 | -955% |