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CWIAX vs IGFSX
CWIAX vs IGFSX Comparison
Open Charts CWIAX vs IGFSX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
VY® Morgan Stanley Global Franchise S2
Price$16.18
Change-$0.24 (-1.46%)
VolumeN/A
Net Assets281.13M
CWIAX vs IGFSX Comparison Chart
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CWIAX vs. IGFSX commentary
Jun 14, 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 CWIAX is a Buy and IGFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 132B vs. IGFSX (281M). CWIAX pays higher dividends than IGFSX: CWIAX (1.52) vs IGFSX (0.37). CWIAX was incepted earlier than IGFSX: CWIAX (23 years) vs IGFSX (23 years). IGFSX (1.39) is less costly to investors than CWIAX (0.78). IGFSX is a more actively managed with annual turnover of: 32.00 vs. CWIAX (27.00). IGFSX has a lower initial minimum investment than CWIAX: IGFSX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 6.31 vs. IGFSX (1.09). CWIAX return over 5 years is better than : 56.31 vs. IGFSX (-1.07).
| CWIAX | IGFSX | CWIAX / IGFSX | |
| Total Expense Ratio | 0.78 | 1.36 | 57% |
| Annual Report Gross Expense Ratio | 0.78 | 1.39 | 56% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 9.031 | 5.407 | 167% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 281M | 46,975% |
| Annual Yield % from dividends | 1.52 | 0.37 | 414% |
| Returns for 1 year | 6.31 | 1.09 | 578% |
| Returns for 3 years | 45.37 | 5.09 | 891% |
| Returns for 5 years | 56.31 | -1.07 | -5,255% |
| Returns for 10 years | 73.44 | -2.94 | -2,498% |