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CWIEX vs IVGTX
CWIEX vs IVGTX Comparison
Open Charts CWIEX vs IVGTX
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 S
Price$14.08
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets275.76M
CWIEX vs IVGTX Comparison Chart in %
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CWIEX vs. IVGTX 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 IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. IVGTX (276M). CWIEX pays higher dividends than IVGTX: CWIEX (1.25) vs IVGTX (0.49). CWIEX was incepted earlier than IVGTX: CWIEX (23 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 : 13.48 vs. IVGTX (-6.13). CWIEX return over 5 years is better than : 53.28 vs. IVGTX (-13.90).
| CWIEX | IVGTX | CWIEX / IVGTX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.00 | 1.24 | 81% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 14.849 | -9.439 | -157% |
| 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 | 0.49 | 254% |
| Returns for 1 year | 13.48 | -6.13 | -220% |
| Returns for 3 years | 51.35 | -5.29 | -971% |
| Returns for 5 years | 53.28 | -13.90 | -383% |
| Returns for 10 years | 80.39 | -6.58 | -1,222% |
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