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CWIAX vs IVGTX
CWIAX vs IVGTX Comparison
Open Charts CWIAX vs IVGTX
American Funds Capital World Gr&Inc 529A
Price$77.00
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
VY® Morgan Stanley Global Franchise S
Price$11.04
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets82.37M
CWIAX vs IVGTX Comparison Chart in %
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CWIAX vs. IVGTX commentary
Dec 04, 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 StrongBuy and IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. IVGTX (82.4M). CWIAX pays higher dividends than IVGTX: CWIAX (1.35) vs IVGTX (0.35). 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 : 12.62 vs. IVGTX (-31.15). CWIAX return over 5 years is better than : 44.44 vs. IVGTX (-34.97).
| 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 | 22.035 | -28.992 | -76% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 82.4M | 172,330% |
| Annual Yield % from dividends | 1.35 | 0.35 | 381% |
| Returns for 1 year | 12.62 | -31.15 | -41% |
| Returns for 3 years | 50.37 | -27.94 | -180% |
| Returns for 5 years | 44.44 | -34.97 | -127% |
| Returns for 10 years | 102.70 | -27.37 | -375% |
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