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CWIEX vs IVGTX
CWIEX vs IVGTX Comparison
Open Charts CWIEX vs IVGTX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
VY® Morgan Stanley Global Franchise S
Price$11.07
Change-$0.06 (-0.54%)
VolumeN/A
Net Assets83.32M
CWIEX vs IVGTX Comparison Chart in %
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CWIEX vs. IVGTX commentary
Nov 14, 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: 144B vs. IVGTX (83.3M). CWIEX pays higher dividends than IVGTX: CWIEX (1.15) 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 : 14.74 vs. IVGTX (-29.90). CWIEX return over 5 years is better than : 49.27 vs. IVGTX (-35.11).
| 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 | 23.158 | -28.413 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 83.3M | 172,869% |
| Annual Yield % from dividends | 1.15 | 0.35 | 326% |
| Returns for 1 year | 14.74 | -29.90 | -49% |
| Returns for 3 years | 55.93 | -23.56 | -237% |
| Returns for 5 years | 49.27 | -35.11 | -140% |
| Returns for 10 years | 105.00 | -24.90 | -422% |
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