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CWIEX vs IGFSX
CWIEX vs IGFSX Comparison
Open Charts CWIEX vs IGFSX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
VY® Morgan Stanley Global Franchise S2
Price$10.83
Change-$0.06 (-0.55%)
VolumeN/A
Net Assets83.32M
CWIEX vs IGFSX Comparison Chart in %
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CWIEX vs. IGFSX commentary
Nov 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 StrongBuy and IGFSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. IGFSX (83.3M). CWIEX pays higher dividends than IGFSX: CWIEX (1.15) 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 : 14.74 vs. IGFSX (-30.40). CWIEX return over 5 years is better than : 49.27 vs. IGFSX (-36.25).
| 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 | 23.158 | -28.908 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 83.3M | 172,869% |
| Annual Yield % from dividends | 1.15 | 0.22 | 530% |
| Returns for 1 year | 14.74 | -30.40 | -48% |
| Returns for 3 years | 55.93 | -24.55 | -228% |
| Returns for 5 years | 49.27 | -36.25 | -136% |
| Returns for 10 years | 105.00 | -27.10 | -387% |
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