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CWIFX vs IGFSX
CWIFX vs IGFSX Comparison
Open Charts CWIFX vs IGFSX
American Funds Capital World Gr&Inc 529F
Price$72.19
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
VY® Morgan Stanley Global Franchise S2
Price$13.82
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets275.76M
CWIFX vs IGFSX Comparison Chart in %
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CWIFX vs. IGFSX 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 CWIFX is a Buy and IGFSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. IGFSX (276M). CWIFX pays higher dividends than IGFSX: CWIFX (1.60) vs IGFSX (0.37). CWIFX was incepted earlier than IGFSX: CWIFX (23 years) vs IGFSX (23 years). IGFSX (1.39) is less costly to investors than CWIFX (0.86). IGFSX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). IGFSX has a lower initial minimum investment than CWIFX: IGFSX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 13.93 vs. IGFSX (-6.55). CWIFX return over 5 years is better than : 56.36 vs. IGFSX (-15.19).
| CWIFX | IGFSX | CWIFX / IGFSX | |
| Total Expense Ratio | 0.86 | 1.36 | 63% |
| Annual Report Gross Expense Ratio | 0.86 | 1.39 | 62% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 15.108 | -9.781 | -154% |
| 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 | 1.60 | 0.37 | 436% |
| Returns for 1 year | 13.93 | -6.55 | -213% |
| Returns for 3 years | 53.13 | -6.24 | -851% |
| Returns for 5 years | 56.36 | -15.19 | -371% |
| Returns for 10 years | 88.17 | -9.03 | -976% |
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