Interact to see
Advertisement
Advertisement
CWIEX vs IGFSX
CWIEX vs IGFSX Comparison
Open Charts CWIEX vs IGFSX
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
VY® Morgan Stanley Global Franchise S2
Price$16.18
Change-$0.24 (-1.46%)
VolumeN/A
Net Assets281.13M
CWIEX vs IGFSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. IGFSX commentary
Jun 14, 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 IGFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 132B vs. IGFSX (281M). CWIEX pays higher dividends than IGFSX: CWIEX (1.31) vs IGFSX (0.37). CWIEX was incepted earlier than IGFSX: CWIEX (23 years) vs IGFSX (23 years). IGFSX (1.39) is less costly to investors than CWIEX (1.00). IGFSX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). IGFSX has a lower initial minimum investment than CWIEX: IGFSX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 6.05 vs. IGFSX (1.09). CWIEX return over 5 years is better than : 54.48 vs. IGFSX (-1.07).
| CWIEX | IGFSX | CWIEX / IGFSX | |
| Total Expense Ratio | 1.00 | 1.36 | 74% |
| Annual Report Gross Expense Ratio | 1.00 | 1.39 | 72% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.904 | 5.407 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 281M | 46,975% |
| Annual Yield % from dividends | 1.31 | 0.37 | 355% |
| Returns for 1 year | 6.05 | 1.09 | 555% |
| Returns for 3 years | 44.36 | 5.09 | 871% |
| Returns for 5 years | 54.48 | -1.07 | -5,085% |
| Returns for 10 years | 69.54 | -2.94 | -2,365% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TAGFX | 10.89 | -0.13 | -1.18% |
| Transamerica Mid Cap Growth R6 | |||
| NWAEX | 16.60 | -0.20 | -1.19% |
| Nationwide BNY Mellon Dyn US Core Eagle | |||
| CMIRX | 8.23 | -0.14 | -1.67% |
| Conestoga Discovery Institutional | |||
| TMCTX | 52.17 | -1.08 | -2.03% |
| Touchstone Mid Cap Z | |||
| NMIMX | 26.72 | -1.17 | -4.19% |
| Columbia Large Cap Enhanced Core Inst | |||