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CWIEX vs IGFSX
CWIEX vs IGFSX Comparison
Open Charts CWIEX vs IGFSX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
VY® Morgan Stanley Global Franchise S2
Price$13.57
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets265.67M
CWIEX vs IGFSX Comparison Chart in %
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CWIEX vs. IGFSX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. IGFSX (266M). CWIEX pays higher dividends than IGFSX: CWIEX (1.22) vs IGFSX (0.21). 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 : 12.87 vs. IGFSX (-11.99). CWIEX return over 5 years is better than : 49.15 vs. IGFSX (-17.82).
| 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 | 15.997 | -11.413 | -140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 266M | 51,880% |
| Annual Yield % from dividends | 1.22 | 0.21 | 584% |
| Returns for 1 year | 12.87 | -11.99 | -107% |
| Returns for 3 years | 54.44 | -4.80 | -1,133% |
| Returns for 5 years | 49.15 | -17.82 | -276% |
| Returns for 10 years | 94.28 | -3.95 | -2,389% |
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