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CWIEX vs IVGTX
CWIEX vs IVGTX Comparison
Open Charts CWIEX vs IVGTX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
VY® Morgan Stanley Global Franchise S
Price$11.41
Change+$0.09 (+0.80%)
VolumeN/A
Net Assets88.03M
CWIEX vs IVGTX Comparison Chart in %
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CWIEX vs. IVGTX commentary
Sep 29, 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 IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. IVGTX (88M). CWIEX pays higher dividends than IVGTX: CWIEX (1.22) vs IVGTX (0.34). CWIEX was incepted earlier than IVGTX: CWIEX (24 years) vs IVGTX (23 years). IVGTX (1.24) is less costly to investors than CWIEX (1.00). IVGTX is a more actively managed with annual turnover of: 32.00 vs. CWIEX (27.00). IVGTX has a lower initial minimum investment than CWIEX: IVGTX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 9.15 vs. IVGTX (-28.94). CWIEX return over 5 years is better than : 56.65 vs. IVGTX (-30.02).
| CWIEX | IVGTX | CWIEX / IVGTX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.00 | 1.24 | 81% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 18.639 | -26.612 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 88M | 159,091% |
| Annual Yield % from dividends | 1.22 | 0.34 | 359% |
| Returns for 1 year | 9.15 | -28.94 | -32% |
| Returns for 3 years | 69.61 | -14.39 | -484% |
| Returns for 5 years | 56.65 | -30.02 | -189% |
| Returns for 10 years | 109.57 | -17.43 | -629% |
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