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$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
VY® Morgan Stanley Global Franchise S2
Price$13.82
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets275.76M
CWIEX vs IGFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. IGFSX commentary
Jul 27, 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: 137B vs. IGFSX (276M). CWIEX pays higher dividends than IGFSX: CWIEX (1.25) 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 : 13.48 vs. IGFSX (-6.55). CWIEX return over 5 years is better than : 53.28 vs. IGFSX (-15.19).
| 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 | 14.849 | -9.781 | -152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 276M | 49,638% |
| Annual Yield % from dividends | 1.25 | 0.37 | 339% |
| Returns for 1 year | 13.48 | -6.55 | -206% |
| Returns for 3 years | 51.35 | -6.24 | -823% |
| Returns for 5 years | 53.28 | -15.19 | -351% |
| Returns for 10 years | 80.39 | -9.03 | -890% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement