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CWGFX vs IVGTX
CWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTX
American Funds Capital World Gr&Inc F1
Price$76.01
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
VY® Morgan Stanley Global Franchise S
Price$11.39
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets87.12M
CWGFX vs IVGTX Comparison Chart in %
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CWGFX vs. IVGTX commentary
Oct 21, 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 StrongBuy and IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. IVGTX (87.1M). CWGFX pays higher dividends than IVGTX: CWGFX (1.35) vs IVGTX (0.35). CWGFX was incepted earlier than IVGTX: CWGFX (25 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 : 11.44 vs. IVGTX (-29.58). CWGFX return over 5 years is better than : 52.81 vs. IVGTX (-32.11).
| 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 | 23 years | - |
| Gain YTD | 21.173 | -27.191 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 87.1M | 161,883% |
| Annual Yield % from dividends | 1.35 | 0.35 | 391% |
| Returns for 1 year | 11.44 | -29.58 | -39% |
| Returns for 3 years | 66.88 | -16.06 | -417% |
| Returns for 5 years | 52.81 | -32.11 | -164% |
| Returns for 10 years | 75.63 | -26.61 | -284% |
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