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CWIEX vs IGFAX
CWIEX vs IGFAX Comparison
Open Charts CWIEX vs IGFAX
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
VY® Morgan Stanley Global Franchise A
Price$12.07
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets275.76M
CWIEX vs IGFAX Comparison Chart in %
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CWIEX vs. IGFAX commentary
Jul 28, 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 CWIEX is a Buy and IGFAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. IGFAX (276M). CWIEX pays higher dividends than IGFAX: CWIEX (1.25) vs IGFAX (0.25). CWIEX was incepted earlier than IGFAX: CWIEX (23 years) vs IGFAX (19 years). IGFAX (1.59) is less costly to investors than CWIEX (1.00). IGFAX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). IGFAX has a lower initial minimum investment than CWIEX: IGFAX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 13.48 vs. IGFAX (-8.82). CWIEX return over 5 years is better than : 53.28 vs. IGFAX (-20.74).
| CWIEX | IGFAX | CWIEX / IGFAX | |
| Total Expense Ratio | 1.00 | 1.56 | 64% |
| Annual Report Gross Expense Ratio | 1.00 | 1.59 | 63% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 14.849 | -11.881 | -125% |
| Front Load | N/A | 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 | 1.25 | 0.25 | 492% |
| Returns for 1 year | 13.48 | -8.82 | -153% |
| Returns for 3 years | 51.35 | -10.53 | -487% |
| Returns for 5 years | 53.28 | -20.74 | -257% |
| Returns for 10 years | 80.39 | -18.11 | -444% |
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