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CWIEX vs IGFSX
CWIEX vs IGFSX Comparison
Open Charts CWIEX vs IGFSX
American Funds Capital World Gr&Inc 529E
Price$71.43
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
VY® Morgan Stanley Global Franchise S2
Price$10.95
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets82.62M
CWIEX vs IGFSX Comparison Chart in %
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CWIEX vs. IGFSX commentary
Dec 26, 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 Hold and IGFSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. IGFSX (82.6M). CWIEX pays higher dividends than IGFSX: CWIEX (1.14) 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 : 12.05 vs. IGFSX (-29.66). CWIEX return over 5 years is better than : 32.09 vs. IGFSX (-36.48).
| 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 | 14.072 | -28.517 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 82.6M | 171,913% |
| Annual Yield % from dividends | 1.14 | 0.22 | 526% |
| Returns for 1 year | 12.05 | -29.66 | -41% |
| Returns for 3 years | 44.98 | -24.34 | -185% |
| Returns for 5 years | 32.09 | -36.48 | -88% |
| Returns for 10 years | 91.14 | -27.34 | -333% |
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