Interact to see
Advertisement
Advertisement
CWGFX vs IVGTX
CWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTX
American Funds Capital World Gr&Inc F1
Price$77.14
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
VY® Morgan Stanley Global Franchise S
Price$11.04
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets82.37M
CWGFX vs IVGTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. IVGTX commentary
Dec 04, 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: 142B vs. IVGTX (82.4M). CWGFX pays higher dividends than IVGTX: CWGFX (1.31) 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 : 12.58 vs. IVGTX (-31.15). CWGFX return over 5 years is better than : 41.11 vs. IVGTX (-34.97).
| 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 | 21.970 | -28.992 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 82.4M | 172,330% |
| Annual Yield % from dividends | 1.31 | 0.35 | 371% |
| Returns for 1 year | 12.58 | -31.15 | -40% |
| Returns for 3 years | 49.31 | -27.94 | -176% |
| Returns for 5 years | 41.11 | -34.97 | -118% |
| Returns for 10 years | 79.52 | -27.37 | -290% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement