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CWIAX vs IVGTX
CWIAX vs IVGTX Comparison
Open Charts CWIAX vs IVGTX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
VY® Morgan Stanley Global Franchise S
Price$10.48
Change-$0.94 (-8.23%)
VolumeN/A
Net Assets76.34M
CWIAX vs IVGTX Comparison Chart in %
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CWIAX vs. IVGTX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. IVGTX (76.3M). CWIAX pays higher dividends than IVGTX: CWIAX (1.45) vs IVGTX (0.36). CWIAX was incepted earlier than IVGTX: CWIAX (24 years) vs IVGTX (24 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 : 16.21 vs. IVGTX (-35.84). CWIAX return over 5 years is better than : 33.28 vs. IVGTX (-40.02).
| 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 | 24 years | - |
| Gain YTD | 4.934 | -5.586 | -88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 76.3M | 186,107% |
| Annual Yield % from dividends | 1.45 | 0.36 | 401% |
| Returns for 1 year | 16.21 | -35.84 | -45% |
| Returns for 3 years | 43.10 | -32.29 | -133% |
| Returns for 5 years | 33.28 | -40.02 | -83% |
| Returns for 10 years | 124.19 | -26.72 | -465% |
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