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CWIFX vs IVGTX
CWIFX vs IVGTX Comparison
Open Charts CWIFX vs IVGTX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
VY® Morgan Stanley Global Franchise S
Price$11.41
Change+$0.09 (+0.80%)
VolumeN/A
Net Assets88.03M
CWIFX vs IVGTX Comparison Chart in %
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CWIFX vs. IVGTX commentary
Sep 29, 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: 140B vs. IVGTX (88M). CWIFX pays higher dividends than IVGTX: CWIFX (1.57) vs IVGTX (0.34). 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 : 9.58 vs. IVGTX (-28.94). CWIFX return over 5 years is better than : 59.80 vs. IVGTX (-30.02).
| 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 | 18.989 | -26.612 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 88M | 159,091% |
| Annual Yield % from dividends | 1.57 | 0.34 | 461% |
| Returns for 1 year | 9.58 | -28.94 | -33% |
| Returns for 3 years | 71.60 | -14.39 | -498% |
| Returns for 5 years | 59.80 | -30.02 | -199% |
| Returns for 10 years | 118.55 | -17.43 | -680% |
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