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$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
VY® Morgan Stanley Global Franchise S
Price$11.04
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets82.37M
CWIEX vs IVGTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. IVGTX commentary
Dec 04, 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: 142B vs. IVGTX (82.4M). CWIEX pays higher dividends than IVGTX: CWIEX (1.14) 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 : 12.34 vs. IVGTX (-31.15). CWIEX return over 5 years is better than : 42.72 vs. IVGTX (-34.97).
| 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 | 21.753 | -28.992 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 82.4M | 172,330% |
| Annual Yield % from dividends | 1.14 | 0.35 | 323% |
| Returns for 1 year | 12.34 | -31.15 | -40% |
| Returns for 3 years | 49.28 | -27.94 | -176% |
| Returns for 5 years | 42.72 | -34.97 | -122% |
| Returns for 10 years | 98.13 | -27.37 | -358% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement