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CWIAX vs IVGTX
CWIAX vs IVGTX Comparison
Open Charts CWIAX vs IVGTX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
VY® Morgan Stanley Global Franchise S
Price$11.41
Change+$0.09 (+0.80%)
VolumeN/A
Net Assets88.03M
CWIAX vs IVGTX Comparison Chart in %
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CWIAX vs. IVGTX commentary
Sep 29, 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: 140B vs. IVGTX (88M). CWIAX pays higher dividends than IVGTX: CWIAX (1.43) vs IVGTX (0.34). CWIAX was incepted earlier than IVGTX: CWIAX (24 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 : 9.41 vs. IVGTX (-28.94). CWIAX return over 5 years is better than : 58.49 vs. IVGTX (-30.02).
| CWIAX | IVGTX | CWIAX / IVGTX | |
| Total Expense Ratio | 0.78 | 1.21 | 64% |
| Annual Report Gross Expense Ratio | 0.78 | 1.24 | 63% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 18.856 | -26.612 | -71% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 88M | 159,091% |
| Annual Yield % from dividends | 1.43 | 0.34 | 420% |
| Returns for 1 year | 9.41 | -28.94 | -33% |
| Returns for 3 years | 70.79 | -14.39 | -492% |
| Returns for 5 years | 58.49 | -30.02 | -195% |
| Returns for 10 years | 114.38 | -17.43 | -656% |
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