Interact to see
Advertisement
Advertisement
CWIEX vs IVGTX
CWIEX vs IVGTX Comparison
Open Charts CWIEX vs IVGTX
American Funds Capital World Gr&Inc 529E
Price$73.67
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
VY® Morgan Stanley Global Franchise S
Price$11.19
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets82.71M
CWIEX vs IVGTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. IVGTX commentary
Jan 15, 2026
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 IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. IVGTX (82.7M). CWIEX pays higher dividends than IVGTX: CWIEX (1.30) vs IVGTX (0.35). CWIEX was incepted earlier than IVGTX: CWIEX (24 years) vs IVGTX (24 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 : 18.57 vs. IVGTX (-27.56). CWIEX return over 5 years is better than : 32.31 vs. IVGTX (-34.72).
| 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 | 24 years | - |
| Gain YTD | 3.717 | 0.811 | 458% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 82.7M | 171,705% |
| Annual Yield % from dividends | 1.30 | 0.35 | 368% |
| Returns for 1 year | 18.57 | -27.56 | -67% |
| Returns for 3 years | 42.33 | -27.05 | -156% |
| Returns for 5 years | 32.31 | -34.72 | -93% |
| Returns for 10 years | 118.27 | -19.99 | -592% |