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CWIAX vs IGFSX
CWIAX vs IGFSX Comparison
Open Charts CWIAX vs IGFSX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
VY® Morgan Stanley Global Franchise S2
Price$13.82
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets275.76M
CWIAX vs IGFSX Comparison Chart in %
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CWIAX vs. IGFSX 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 CWIAX is a Buy and IGFSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. IGFSX (276M). CWIAX pays higher dividends than IGFSX: CWIAX (1.46) 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 : 13.76 vs. IGFSX (-6.55). CWIAX return over 5 years is better than : 55.06 vs. IGFSX (-15.19).
| 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 | 15.007 | -9.781 | -153% |
| Front Load | 4% | 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 | 1.46 | 0.37 | 397% |
| Returns for 1 year | 13.76 | -6.55 | -210% |
| Returns for 3 years | 52.42 | -6.24 | -840% |
| Returns for 5 years | 55.06 | -15.19 | -362% |
| Returns for 10 years | 84.54 | -9.03 | -936% |
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