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CWIFX vs IVGTX
CWIFX vs IVGTX Comparison
Open Charts CWIFX vs IVGTX
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 S
Price$14.08
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets275.76M
CWIFX vs IVGTX Comparison Chart in %
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CWIFX 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 CWIFX is a Buy and IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. IVGTX (276M). CWIFX pays higher dividends than IVGTX: CWIFX (1.60) vs IVGTX (0.49). CWIFX was incepted earlier than IVGTX: CWIFX (23 years) vs IVGTX (23 years). IVGTX (1.24) is less costly to investors than CWIFX (0.86). IVGTX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). IVGTX has a lower initial minimum investment than CWIFX: IVGTX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 13.93 vs. IVGTX (-6.13). CWIFX return over 5 years is better than : 56.36 vs. IVGTX (-13.90).
| CWIFX | IVGTX | CWIFX / IVGTX | |
| Total Expense Ratio | 0.86 | 1.21 | 71% |
| Annual Report Gross Expense Ratio | 0.86 | 1.24 | 69% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 15.108 | -9.439 | -160% |
| 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 | 0.49 | 327% |
| Returns for 1 year | 13.93 | -6.13 | -227% |
| Returns for 3 years | 53.13 | -5.29 | -1,005% |
| Returns for 5 years | 56.36 | -13.90 | -405% |
| Returns for 10 years | 88.17 | -6.58 | -1,340% |
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