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CWIEX vs IGFAX
CWIEX vs IGFAX Comparison
Open Charts CWIEX vs IGFAX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
VY® Morgan Stanley Global Franchise A
Price$11.90
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets266.88M
CWIEX vs IGFAX Comparison Chart in %
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CWIEX vs. IGFAX commentary
Sep 07, 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 (267M). CWIEX pays higher dividends than IGFAX: CWIEX (1.22) 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 : 12.87 vs. IGFAX (-14.12). CWIEX return over 5 years is better than : 49.15 vs. IGFAX (-23.20).
| 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 | 15.997 | -13.561 | -118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 267M | 51,311% |
| Annual Yield % from dividends | 1.22 | 0.02 | 6,535% |
| Returns for 1 year | 12.87 | -14.12 | -91% |
| Returns for 3 years | 54.44 | -9.23 | -590% |
| Returns for 5 years | 49.15 | -23.20 | -212% |
| Returns for 10 years | 94.28 | -13.60 | -693% |
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