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CWIEX vs IVGTX
CWIEX vs IVGTX Comparison
Open Charts CWIEX vs IVGTX
American Funds Capital World Gr&Inc 529E
Price$75.76
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
VY® Morgan Stanley Global Franchise S
Price$11.39
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets87.12M
CWIEX vs IVGTX Comparison Chart in %
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CWIEX vs. IVGTX commentary
Oct 21, 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 IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. IVGTX (87.1M). CWIEX pays higher dividends than IVGTX: CWIEX (1.17) vs IVGTX (0.35). 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 : 10.48 vs. IVGTX (-29.28). CWIEX return over 5 years is better than : 52.18 vs. IVGTX (-33.28).
| 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 | 19.725 | -27.191 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 87.1M | 161,883% |
| Annual Yield % from dividends | 1.17 | 0.35 | 340% |
| Returns for 1 year | 10.48 | -29.28 | -36% |
| Returns for 3 years | 66.72 | -17.15 | -389% |
| Returns for 5 years | 52.18 | -33.28 | -157% |
| Returns for 10 years | 95.26 | -24.98 | -381% |