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CWIEX vs IGFAX
CWIEX vs IGFAX Comparison
Open Charts CWIEX vs IGFAX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
VY® Morgan Stanley Global Franchise A
Price$8.69
Change-$0.79 (-8.33%)
VolumeN/A
Net Assets76.34M
CWIEX vs IGFAX Comparison Chart in %
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CWIEX vs. IGFAX commentary
Feb 05, 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 CWIEX is a Buy and IGFAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. IGFAX (76.3M). CWIEX pays higher dividends than IGFAX: CWIEX (1.24) vs IGFAX (0.02). CWIEX was incepted earlier than IGFAX: CWIEX (24 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 : 15.93 vs. IGFAX (-39.60). CWIEX return over 5 years is better than : 31.71 vs. IGFAX (-46.48).
| CWIEX | IGFAX | CWIEX / IGFAX | |
| Total Expense Ratio | 1.00 | 1.56 | 64% |
| Annual Report Gross Expense Ratio | 1.00 | 1.59 | 63% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 4.913 | -5.646 | -87% |
| Front Load | N/A | 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 | 1.24 | 0.02 | 6,271% |
| Returns for 1 year | 15.93 | -39.60 | -40% |
| Returns for 3 years | 42.06 | -38.05 | -111% |
| Returns for 5 years | 31.71 | -46.48 | -68% |
| Returns for 10 years | 119.07 | -37.75 | -315% |
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