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CWIEX vs IVGTX
CWIEX vs IVGTX Comparison
Open Charts CWIEX vs IVGTX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
VY® Morgan Stanley Global Franchise S
Price$10.48
Change-$0.94 (-8.23%)
VolumeN/A
Net Assets76.34M
CWIEX vs IVGTX Comparison Chart in %
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CWIEX vs. IVGTX commentary
Feb 04, 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 Buy and IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. IVGTX (76.3M). CWIEX pays higher dividends than IVGTX: CWIEX (1.24) vs IVGTX (0.36). 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 : 15.93 vs. IVGTX (-35.84). CWIEX return over 5 years is better than : 31.71 vs. IVGTX (-40.02).
| 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 | 4.913 | -5.586 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 76.3M | 186,107% |
| Annual Yield % from dividends | 1.24 | 0.36 | 344% |
| Returns for 1 year | 15.93 | -35.84 | -44% |
| Returns for 3 years | 42.06 | -32.29 | -130% |
| Returns for 5 years | 31.71 | -40.02 | -79% |
| Returns for 10 years | 119.07 | -26.72 | -446% |
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