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CWIAX vs IVGTX
CWIAX vs IVGTX Comparison
Open Charts CWIAX vs IVGTX
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 S
Price$14.08
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets275.76M
CWIAX vs IVGTX Comparison Chart in %
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CWIAX vs. IVGTX 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 IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. IVGTX (276M). CWIAX pays higher dividends than IVGTX: CWIAX (1.46) vs IVGTX (0.49). CWIAX was incepted earlier than IVGTX: CWIAX (23 years) vs IVGTX (23 years). IVGTX (1.24) is less costly to investors than CWIAX (0.78). IVGTX is a more actively managed with annual turnover of: 32.00 vs. CWIAX (27.00). IVGTX has a lower initial minimum investment than CWIAX: IVGTX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 13.76 vs. IVGTX (-6.13). CWIAX return over 5 years is better than : 55.06 vs. IVGTX (-13.90).
| CWIAX | IVGTX | CWIAX / IVGTX | |
| Total Expense Ratio | 0.78 | 1.21 | 64% |
| Annual Report Gross Expense Ratio | 0.78 | 1.24 | 63% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 15.007 | -9.439 | -159% |
| 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 | 0.49 | 297% |
| Returns for 1 year | 13.76 | -6.13 | -224% |
| Returns for 3 years | 52.42 | -5.29 | -991% |
| Returns for 5 years | 55.06 | -13.90 | -396% |
| Returns for 10 years | 84.54 | -6.58 | -1,285% |
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