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CWIEX vs IGFSX
CWIEX vs IGFSX Comparison
Open Charts CWIEX vs IGFSX
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 S2
Price$10.24
Change-$0.93 (-8.33%)
VolumeN/A
Net Assets76.34M
CWIEX vs IGFSX Comparison Chart in %
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CWIEX vs. IGFSX commentary
Feb 04, 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 IGFSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. IGFSX (76.3M). CWIEX pays higher dividends than IGFSX: CWIEX (1.24) vs IGFSX (0.22). CWIEX was incepted earlier than IGFSX: CWIEX (24 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 : 15.93 vs. IGFSX (-36.38). CWIEX return over 5 years is better than : 31.71 vs. IGFSX (-41.13).
| CWIEX | IGFSX | CWIEX / IGFSX | |
| Total Expense Ratio | 1.00 | 1.36 | 74% |
| Annual Report Gross Expense Ratio | 1.00 | 1.39 | 72% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 4.913 | -5.709 | -86% |
| 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 | 0.22 | 560% |
| Returns for 1 year | 15.93 | -36.38 | -44% |
| Returns for 3 years | 42.06 | -33.22 | -127% |
| Returns for 5 years | 31.71 | -41.13 | -77% |
| Returns for 10 years | 119.07 | -28.94 | -411% |
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