CWGFX
Price
$76.01
Change
+$0.79 (+1.05%)
Updated
Oct 20 closing price
Net Assets
140.77B
IVGTX
Price
$11.39
Change
+$0.07 (+0.62%)
Updated
Oct 20 closing price
Net Assets
87.12M
Interact to see
Advertisement

CWGFX vs IVGTX

Header iconCWGFX vs IVGTX Comparison
Open Charts CWGFX vs IVGTXBanner chart's image
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 %
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
CWGFXIVGTXCWGFX / IVGTX
Total Expense Ratio0.801.2166%
Annual Report Gross Expense Ratio0.801.2465%
Fund Existence25 years23 years-
Gain YTD21.173-27.191-78%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B87.1M161,883%
Annual Yield % from dividends1.350.35391%
Returns for 1 year11.44-29.58-39%
Returns for 3 years66.88-16.06-417%
Returns for 5 years52.81-32.11-164%
Returns for 10 years75.63-26.61-284%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MODG9.270.14
+1.53%
Topgolf Callaway Brands Corp
FIVE156.151.91
+1.24%
Five Below
PDYN8.870.06
+0.68%
Palladyne AI Corp
BDL31.85N/A
N/A
Flanigan's Enterprises
ALDFU10.80N/A
N/A
Aldel Financial II Inc