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CWIFX vs IVGTX
CWIFX vs IVGTX Comparison
Open Charts CWIFX vs IVGTX
American Funds Capital World Gr&Inc 529F
Price$75.88
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
CWIFX vs IVGTX Comparison Chart in %
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CWIFX 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 CWIFX is a StrongBuy and IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. IVGTX (83.3M). CWIFX pays higher dividends than IVGTX: CWIFX (1.49) vs IVGTX (0.35). CWIFX was incepted earlier than IVGTX: CWIFX (23 years) vs IVGTX (24 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 : 13.64 vs. IVGTX (-30.19). CWIFX return over 5 years is better than : 49.49 vs. IVGTX (-35.46).
| 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 | 24 years | - |
| Gain YTD | 21.356 | -28.799 | -74% |
| 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 | 1.49 | 0.35 | 423% |
| Returns for 1 year | 13.64 | -30.19 | -45% |
| Returns for 3 years | 55.78 | -23.30 | -239% |
| Returns for 5 years | 49.49 | -35.46 | -140% |
| Returns for 10 years | 107.52 | -26.23 | -410% |
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